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Retirement Certainty Scorecard™

 
  DISAGREE AGREE
Indicate the degree to which you agree or disagree with the statements below.
1

I have a clear, written and actionable retirement plan that shows my current financial position (Point A) and my ultimate future (Point B) and sets a path to get from A to B.

2

I review my written retirement plan each and every year and adjust it for changes in my life. I stress test my plan's viability by changing variables for the worst case scenario.

3

I know exactly what my personal required rate of return (PRROR) is that will allow me to achieve all of my retirement goals. I plan my investment strategy around and work toward that PRROR.

4

I have an investment plan which focuses an equal amount of time on making money as it does on not losing it, simultaneously advancing and protecting my assets.

5

I know that I am utilizing independent advice and strategies which specifically fit my individual situation.

6

I review all of my investments each and every year based on how the market and economy are responding and make adjustments and/or rebalances at least annually or as needed.

7

I am confident with all of my insurances knowing that the way they are positioned and funded will protect me and my family for any unforeseen negative events.

8

I am confident that my estate planning documents and beneficiary designations are all set up to maximize the benefits that my family receives.

9

I am well qualified or utilizing professionals that are well qualified to give the best possible advice for my retirement, investment, estate and tax planning.

10

My retirement planning is set up (by me or my advisor) in a way that requires little daily, weekly or monthly attention so that I can enjoy life to its fullest.

As I consider everything that will allow me to live most comfortably during my retirement, the thing that keeps me up at night is:

Thank you for completing the Retirement Certainty Scorecard™.

Please click "Submit & Print Form" to send a copy of this form to Campbell Wealth. After completing Steps 2 and 3, a Campbell Wealth associate will review the results of your Scorecard with you.

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Campbell Wealth Management

NEWSROOM - VIDEOS

Campbell Wealth Management on air.

December 18, 2013

Will The Markets Have A Taper Tantrum?

Will The Markets Have A Taper Tantrum?

Kelly Campbell appeared on FOX Business to lay out his thoughts on Quantitative Easing and the prospect of the Federal Reserve beginning to taper its bond buying program. During the discussion he cites that the S&P 500 has declined at the end of every QE period, and that end-of-year timing could cause the market to experience a “taper tantrum.”

April 13, 2012

Buy Stocks With Dividends And Global Reach

Buy Stocks With Dividends And Global Reach

Kelly Campbell, Founder and CEO of Campbell Wealth Management, appeared in a filming by TheStreet.com.  Kelly explains that despite the first quarter’s run-up, unrest is still out there, especially when you consider the uncertainities surrounding the election, housing, lending, Europe and unemployment. 

 

Kelly highlights consumer staples as a promising sector and point towards high dividend paying and dividend increasing large cap multi-nationals as another place to invest.

April 10, 2012

Alcoa Kicks Off Earnings Season

Alcoa Kicks Off Earnings Season

Kelly Campbell, President and CEO of Campbell Wealth Management, sounds off alongside Wells Fargo senior equity strategist on their outlooks for earnings season.  Kelly tells us why he favors defensive sectors like consumer staples in the short-term as well as why he believes consumer discretionary will be weaker in the short-term.

March 5, 2012

Play the Technology Sector

Play the Technology Sector

On March 5, 2012, Kelly Campbell appears on FOX Business to explain why he favors the technology sector when it comes to investment plays. He mentions our current dependancy on technology and why that will never end.

January 23, 2012

Out with the Old

Out with the Old

On January 23, Kelly Campbell appears on WTTG FOX 5 to offer views money management strategies and budgeting advice.

Kelly offered his insight on how consumers can budget for big-ticket items, such as a car or upgrades for a home.  He explained that when it comes to a large purchase, weigh options such as discounts available, what repairs or replacements are needed and how these investments will impact future financial stability.

December 5, 2011

Holiday Spending

Holiday Spending

On Dec. 5, Kelly Campbell appeared on Fox 5 to discuss holiday spending and financial resolutions for the New Year. Kelly discussed strategies for holiday shopping this season and explained the importance of setting a gift budget. He offered that viewers should continue investing and saving and to be prepared to pay down holiday debt within three months.

November 8, 2011

Eurozone AGAIN!

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.

August 31, 2011

CNBC: AT&T & DOJ- What it means for investors

CNBC: AT&T & DOJ- What it means for investors

Kelly offers his insight on the latest telecom sector news and explains how it may impact the market. He suggests that while there is buying opportunity, investors should remain cautious in the short-term. “From a defensive standpoint, I’m not sure I’d enter that market. With so many unknowns, it is a difficult time to make that bet,” he says.

August 4, 2011

Don’t Panic Over Wall Street Drop

Don’t Panic Over Wall Street Drop

During an appearance on NBC, Kelly Campbell, founder and president of Campbell Wealth Management, discusses how the recent market plunge may impact investors. While many investors may be stunned by the recent drop, Campbell urges consumers not to panic. “You can’t make decisions on the fly,” he says. “You really need to make thoughtful decisions and wait for the dust to settle.”

August 3, 2011

Today’s Market News

Today’s Market News

CEO Kelly Campbell discusses the debt ceiling debate and how recent developments are impacting the market and consumers.

June 27, 2011

Tips to Prevent Summer Overspending and Debt

Tips to Prevent Summer Overspending and Debt

During the summer it is easier to overspend on vacations. Kelly Campbell, President and CEO of Campbell Wealth Management offered some simple advice on how to limit creating summer debt.

November 2, 2010

Outlook on Investing in the Healthcare, Energy and Financial Sectors

Outlook on Investing in the Healthcare, Energy and Financial Sectors

Kelly Campbell, president and CEO of Campbell Wealth Management, offers his outlook on investing in the healthcare, energy and financial sectors. Campbell sees opportunity in the healthcare and energy while expressing concern over the financial sector. “Banks are in the business of loaning money, not repossessing homes,” states Campbell.

July 12, 2010

Fire Your Broker

Fire Your Broker

On Monday, July 12, Kelly appeared on CNBC “Squawk on the Street” as well as BNN, the Business News Network, to share his investment advice and discuss his book, “Fire Your Broker.”

June 9, 2010

Why We May See a Bubble in Treasuries

Why We May See a Bubble in Treasuries

CNBC “Squawk on the Street”, June 9th, 2010
Kelly offers insight on the future of the markets as well as information on why we may see a bubble in Treasuries. To garner tips on how to position investments today.

May 13, 2010

How to Avoid a Portfolio Meltdown

How to Avoid a Portfolio Meltdown

CNBC “Squawk on the Street,” May 13, 2010
Kelly Campbell, president and CEO of Campbell Wealth Management, offers insight on how to avoid a portfolio meltdown during a CNBC appearance. Campbell discusses his evacuation strategy, which pinpoints the five to seven year high of the market to tell you when it is best to get out of the market and plummeting stocks. Campbell asserts that risks need to be taken when it comes to investing, but a plan to get out of the market must be in order.

April 19, 2010

How to Know Money is Safe in an Advisor’s Possession

How to Know Money is Safe in an Advisor’s Possession

Kelly Campbell, president and CEO of Campbell Wealth Management, offers his insight in a CNBC appearance discussing how to know money is safe in an advisor’s possession. Campbell offers that investors should not entirely avoid the stock market, but should instead be cautious of their fiduciary’s actions, which should be in the best interest of the investor.

March 24, 2010

Uncertainty on Capitol Hill

Uncertainty on Capitol Hill

CNBC turns to Kelly Campbell, president and CEO of Campbell Wealth Management, for his insight on today’s economic environment. Campbell explains that a top concern for many of his clients- business owners, pre-retirees, retirees- is the government and non-transparency. Investors are unsure what will happen with interest rates, taxes and health care; therefore they are less apt to invest in the market. Campbell adds that the recovery will not be consumer-driven, it will be business-driven.

February 4, 2010

Unemployment is Affecting the Markets

Unemployment is Affecting the Markets

Kelly Campbell, president and CEO of Campbell Wealth Management, offers insight on how unemployment is affecting the markets to CNBC hosts Erin Burnett and Mark Haines. Campbell explains that people need to think long-term when investing, which can be difficult when businesses are not hiring. “People aren’t going to start spending money until they know they can get jobs,” says Campbell.

January 4, 2010

Market Predictions for the New Year

Market Predictions for the New Year

CNBC.com features an article that highlights commentary from an appearance by Kelly Campbell, president and CEO of Campbell Wealth Management. Campbell offers insight on his market predictions for the New Year. “We’re going to see some great things in 2010, but we still have to be cautious,” he asserts. “A lot of people are looking for the market to do well, but if it does too well, it could fall back a little bit.”

November 27, 2009

Dubai’s Recent Debt Announcement

Dubai’s Recent Debt Announcement

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

Advice on the Roth IRA

Advice on the Roth IRA

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

Momentum Left in the Market?

Momentum Left in the Market?

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

Protecting Money and Staying Afloat

Protecting Money and Staying Afloat

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

Managed Futures

Managed Futures

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

Dividends in Investors’ Portfolios

Dividends in Investors’ Portfolios

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

Investing In Real Estate

Investing In Real Estate

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

Historically Low Interest Rates

Historically Low Interest Rates

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

Dump the Junk

Dump the Junk

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

Check your Diversification

Check your Diversification

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.

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