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Get to know CEO Kelly Campbell and the work that he is doing in the financial planning sector to help investors like you manage your investments today and the future.
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October 12, 2011, Why Some Financial Advisors Have It and Some Don’t
Contributing a piece to US News & World Report, Kelly Campbell, founder and president of Campbell Wealth Management, discusses how investors can find an advisor that will be the right fit to help them navigate their financial life. Campbell recommends investors work with a CFP and check to make sure the planner is not strictly commission-based. “The best financial representatives will complete your financial plan for a set cost with no strings attached,” Campbell says. “This avoids any secondary agenda in their recommendations. The more unbiased your plan, the better it is.”
October 5, 2011, 3 Questions You Need to Ask About Your Retirement
In an article for US News & World Report, Kelly Campbell, founder and president of Campbell Wealth Management, explains strategies that investors should consider for a successful retirement. Campbell offers that soon-to-be-retirees should have a solid retirement plan in place and adjust the plan to reflect inflation, taxes and other factors that could impact retirement. “Either find a good software program and put the plan together yourself or meet with a Certified Financial Planner that will put one together for you,” Campbell says.
September 28, 2011, 3 Reasons to Hold Cash NOW
Kelly Campbell, founder and president of Campbell Wealth Management, contributes an article to US News and World Report about why investors should hold cash in today’s market. Campbell explains that with the recent market volatility and stocks declining, a cash position may be beneficial to investors’ portfolios. He says, “Holding cash for a short-term need is always a good idea. We often tell our clients to hold three to six months of living expenses in cash for emergencies.”
September 21, 2011, 3 High-Yielding Fixed-Income Investments
US News & World Report runs an article written by Kelly Campbell, founder and president of Campbell Wealth Management, about high-yielding fixed-income investments. Given the volatile marketplace, Campbell explains alternative fixed-income investments that consumers may want to consider, such as REITS and variable annuities. “Each of these investments comes with different risks that need to be weighed against your risk tolerance,” he says. “Do your homework and always think of the long term.”
September 14, 2011, 5 Reasons the Government Should Be Run Like a Business
Kelly Campbell, founder and president of Campbell Wealth Management, contributes an article to US News & World Report about why the government should be run like a business. With the federal government in financial disarray, Campbell offers strategies that could help the administration get back its financial footing. He recommends spending less, creating balanced benefit plans for government employees and not printing more money than necessary as it will dilute the value of our currency, as some options that the government can consider.
This article also appears at: Yahoo! Finance, September 14, 2011.
September 7, 2011, How High Unemployment Hurts Your Investments
Kelly Campbell, founder and president of Campbell Wealth Management, contributes an article to US News & World Report that discusses how high unemployment can hurt investments. Campbell explains that with a lack of jobs there is a lack of spending, which will ultimately keep the US in a stalled economic period. “A high unemployment rate can be hazardous to your financial health and the nation’s financial health,” Campbell says.
This article also appears at: Yahoo! Finance, September 7, 2011
August 31, 2011, CNBC: AT&T & DOJ- What it means for investors
Kelly offers his insight on the latest telecom sector news and
explains how it may impact the market. He suggests that while
there is buying opportunity, investors should remain cautious in
the short-term. “From a defensive standpoint, I’m not sure I’d
enter that market. With so many unknowns, it is a difficult time
to make that bet,” he says.
August 31, 2011, Hurricane Irene: A Financial Disaster
In an article for US News & World Report, Kelly Campbell, founder and president of Campbell Wealth Management, discusses the financial devastation brought on by recent Hurricane Irene. He explains that while the storm could have been much worse, the financial damages still will have a toll on investors. “Our markets are already in turmoil, so be sure that property damage, higher prices and lost productivity will all have an impact on your investments.”