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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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November 27, 2009, CNBC “Squawk on the Street”
Kelly Campbell, president and CEO of Campbell Wealth Management, comments on Dubai’s recent debt announcement. Campbell recommends waiting to make any decisions based upon this information. “There’s a lot of shock factor going on right now,” says Campbell. “We haven’t had time to react to it. I would recommend investors wait until Monday. It’s too early to make any decision on this right now.”
November 16, 2009, WTTG-TV MyFox
Kelly Campbell, president and CEO of Campbell Wealth Management, offers advice on the Roth IRA during a WTTG-TV MyFox appearance. Campbell explains the advantages of the Roth IRA, the new Roth IRA rollover rules taking effect next year and how investors can take advantage of this limited-time opportunity. “The biggest part of your retirement assets is not what you put in, it’s what you earn off of what you put in. If you can get that tax free with a Roth IRA, you’re going to benefit the most,” says Campbell.
November 10, 2009, Power Lunch
Kelly Campbell, president and CEO of Campbell Wealth Management, discusses the markets during a CNBC segment. Campbell asserts that by the end of 2009, the Dow will be higher then it is presently. He believes there is still momentum left in the market, but continues to be cautious. Campbell says it is important to build a portfolio that can make up for any losses that take you by surprise.
July 31, 2009, CNBC
Carmen Wong Ulrich of CNBC discusses how to prepare for financial disaster with Kelly Campbell, president and CEO of Campbell Wealth Management. Campbell offers his advice on protecting money and staying afloat when you encounter a money crisis.
May 1, 2009, CNBC
Sue Herera of CNBC discusses managed futures with Kelly Campbell, president and CEO of Campbell Wealth Management. Campbell says that the bottom line is investors can lower risks in their portfolios and potentially raise returns with managed futures. He adds that in most down markets, managed futures perform well.
February 27, 2009, CNBC
Kelly Campbell, president and CEO of Campbell Wealth Management, discusses dividends in investors’ portfolios during a CNBC appearance. Campbell says that focusing on dividends is not a smart strategy. However, he shares that dividends should be a part of a well-balanced portfolio.
October 23, 2008, CNBC
CNBC’s Bill Griffeth and Dennis Kneale discuss how the changes on Wall Street have caused investors’ portfolios to undergo allocation alterations with Kelly Campbell, president and CEO of Campbell Wealth Management. Campbell shares an overview of his current allocations and why privately placed real estate is the number one place to invest for steady returns.
June 25, 2008, CNBC
CNBC’s Sue Herera and Dennis Kneale talk with Kelly Campbell, president and CEO of Campbell wealth Management, about whether homeowners should pay off their mortgage or invest. Campbell says, “We have the lowest interest rates we’ve ever seen. Why wouldn’t we want our money invested?” Campbell argues that people should take advantage of low interest rates and make up the difference, plus some.