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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 6, 2011, Four ‘Musts’ to Achieve Your 2012 Financial Goals
In an article for US News & World Report, Kelly Campbell, founder and president of Campbell Wealth Management, discusses strategies to achieve 2012 financial resolutions. In order to complete goals, Campbell offers that investors be very specific and create measurable objectives. For example, rather than just setting a numerical goal for retirement, plan exactly how your retirement will look (travel, hobbies, housing plans, etc.) and calculate how much money you will need.
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 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 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.
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.”