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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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December 1, 2011, SmartCEO December 2011
Kelly Campbell, founder and president of Campbell Wealth Management, is featured in “The Economy Issue” of SmartCEO magazine. Campbell offers his insight on how business owners should prepare for a successful 2012, given economic hardship over the past few years. He explains that while it may be a sluggish year, there will be opportunities for business, especially wealth management firms. “We need to help people grow their investments. I can almost guarantee it’s going to be our best year,” he explains.
December 1, 2011, Kiplinger’s Retirement Report, December 2011
Rachel Sheedy of Kiplinger’s Retirement Report quotes Kelly Campbell, founder and president of Campbell Wealth Management, in an article about the increase in retirees making mortgage payments. The article highlights whether or not to pay off the loan, especially with current interest rates at historic lows. Campbell offers that having a mortgage in retirement often makes retirees feel uncomfortable and he advises them to try and pay off the mortgage before entering retirement.
August 15, 2011, How to Tap Your Nest Egg In a Wild Market
Catey Hill of SmartMoney.com quotes Kelly Campbell, founder and president of Campbell Wealth Management, in an article about how investors can best prepare their nest egg even in a volatile market. Given recent historical market gyrations, Campbell suggests that investors understand the importance of budgeting and creating a sound fiscal plan. ―Some of the most important lessons from 2008 were the importance of having a financial plan and really knowing how much you can spend,‖ he says.
August 10, 2011, How to endure the rocky markets’ horror show
Michelle Singletary of The Washington Post features Kelly Campbell, founder and president of Campbell Wealth Management, in an article about how investors can best endure the recent market plunges. Campbell compares the market activity to what happened during the Sept. 11, 2001 terrorist attacks, given that incredible point losses occurred then as well. “Within three months, [the market] was back up to pre-9/11 numbers. Selling and going to cash would have locked in losses,” he explains.
November 1, 2010, Capital File Magazine - Three Steps to a Secure Retirement
Kelly Campbell, president and CEO of Campbell Wealth Management, offers advice on having a safe and sound retirement in Capitol File. Campbell says that it is important to decide what type of lifestyle you want to have in retirement. He explains that people need to make retirement goals and begin working towards them as soon as possible.