Featured Video
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.
+ Watch Now + See More VideosIn The News
November 30, 2011, Shopping on Thanksgiving Is for the Birds
In an article written for US News & World Report, Kelly Campbell, founder and president of Campbell Wealth Management, writes about consumer spending this holiday season. With retailers opening doors earlier on Black Friday, reports show that it has helped businesses get sales back on track. According to studies, Black Friday sales for this year are up over seven percent and the shift represents a massive increase since 2007. “This really is amazing when you think of all the issues our economy has been facing,” Campbell says. “But through all of this, U.S. consumers still came out in droves to shop.”
November 23, 2011, Stocks or Mutual Funds: Which Is Right For You?
Kelly Campbell, founder and president of Campbell Wealth Management, contributes an article to US News & World Report about whether stocks or mutual funds are better investment options. Campbell explains that for investors with low risk tolerance, mutual funds will allow you to access different asset classes. “If you want to fully participate in the markets and can handle more risk, choose a portfolio of individual stocks, but have a strategy,” Campbell advises. “Choose stocks that have consistently increased their dividends, have had stable stock prices in good and bad markets and have free cash flows.”
November 16, 2011, What’s Your Budget for Risk?
In an article for US News & World Report, Kelly Campbell, founder and president of Campbell Wealth Management, discusses how investors can determine their portfolio’s risk. Campbell recommends including asset classes that are different from one another and that have varying levels of risk when trying to build a solid portfolio. “The more truly diverse the asset classes, the lower the standard deviation, the volatility and the risk,” Campbell explains. “A less risky portfolio helps you sleep better at night.”
November 8, 2011, Change Your Assumptions for Retirement
Kelly Campbell, founder and president of Campbell Wealth Management, contributes an article for US News & World Report discussing how investors’ assumptions can make or break retirement plans. He highlights that inflation, rate of return and Social Security payments are often factors that heavily impact retirement funding. “Another major question in people’s retirement plans should be taxes,” Campbell says. “Making an educated guess of the new tax rates is very difficult, but extremely important. “Assuming a tax increase between 10 and 20 percent is probably wise.”
November 8, 2011, Eurozone AGAIN!
Kelly explained that it is difficult to avoid current Eurozone turmoil and that volatility abroad is reflective of the US market environment. He also weighed in on domestic issues, such as high unemployment and market uncertainty, and discussed his outlook for the economy. “The only thing that can change this environment is a rise in confidence in where the US is headed,” he offered.
November 2, 2011, Three Reasons to Pay Off Your Mortgage
In a piece for US News & World Report, Kelly Campbell, founder and president of Campbell Wealth Management, explains reasons why people should consider paying their mortgage off early. Campbell explains that for most Americans, their biggest expense is a mortgage payment. He says, “Imagine going into retirement without mortgage debt. That would be the crème da la crème of retirement. Everything you make could go toward your basic needs and toward enjoying your retirement years.”
October 25, 2011, Eurozone Market Worries
On October 21, Kelly Campbell appeared on FoxNews LIVE to discuss volatility abroad and its impact on investors. Considering the current Eurozone market worries, Kelly explained that investors can find opportunity amidst volatility, especially with the right investment philosophy. He suggested consumers consider both short and long-term opportunities and work with a manager with similar viewpoints on the market.
October 19, 2011, Unemployment: Cause or Symptom
Kelly Campbell, founder and president of Campbell Wealth Management, contributes an article to US News & World Report about how unemployment has impacted the economy. Campbell argues that unemployment may be a symptom of the struggling economy but not the cause. Instead, he discusses that business confidence is the cause of the economies hardships and explains that for consumers, banks and businesses to bolster the economy, a sense of confidence for the future has to be instilled.