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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 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.
April 16, 2008, CNBC
CNBC’s Michelle Caruso-Cabrera and Sue Herera speak with Kelly Campbell, president and CEO of Campbell Wealth Management, about the best way to “spring clean” your investment portfolio. Campbell urges his clients to dump the junk, convert to high quality funds and to rebalance their portfolios. People should be rebalancing their portfolios by “selling things when they are high and buying things while they are on sale,” Campbell says.
February 13, 2008, CNBC
CNBC’s Bill Griffeth and Sue Herrera interview Kelly Campbell, president and CEO of Campbell Wealth Management. Campbell provides insight on portfolio management and investment strategies in a volatile economy. “Check your diversification and add yield by taking a look at dividend-paying stocks, re-deploying cash, using weakness to reduce taxes and increase cash flow and reduce debt,” Campbell comments.