Newsroom

Director of Wealth Advisory Evan Beach shares insights with U.S. News & World Report on Ways to Prepare for Deflation

admin May 15th, 2020

During this period of deflation, the less debt you have the better. It's important to have access to cash, so prioritize which debt needs to be repaid and don't sacrifice your savings. Director of Wealth Advisory Evan Beach shared his insights with U.S. News and World Report, noting when things get bad, you won't be able to sell your house.

Read more!! →



CEO Kelly Campbell on Morning Trade Live on TD Ameitrade Network

admin April 21st, 2020

CEO Kelly Campbell discusses drivers to a market recovery with Oliver Renick, noting that this is foremost a healthcare issue, so investors primarily need to see solutions targeting the health risk. Via TD Ameritrade Network

Read more!! →



You really should resist the siren call of cashing out your 401(k) in CNBC

admin April 20th, 2020

Recent changes stemming from the CARES Act, the stimulus package passed Congress and signed into law by President Donald Trump in March, give you greater access to the money before retirement without penalty. Keep in mind, the easier borrowing or withdrawing options are available only if you are impacted by the coronavirus outbreak.

Read more!! →



Why Retirees Should Care about the CARES Act: How to Maximize Coronavirus Stimulus Package in Kiplinger

admin April 8th, 2020

The government's $2 trillion stimulus bill has something for pretty much everyone. Here's how retirees are affected and some steps to consider to make the most of this measure.

Read more!! →



Paying down debt may not be the best way to use your coronavirus stimulus check via CNBC

admin April 2nd, 2020

The coronavirus financial crunch is shedding light on the importance of creating an emergency savings fund. CEO Kelly Campbell spoke with CNBC about options for keeping cash in your account and shopping locally to keep the money in the local economy.

Read more!! →



Resist the urge to abandon the market: your 401(k) during the coronavirus pandemic via CNBC

admin April 1st, 2020

Campbell points out that the Great Depression was the worst market ever, and it eventually did come back up. People were upset about the dot.com bust in 2000 and there were many dire predictions from 2008. “There was always something different,” Campbell said. “This is different. It’s a whole new experience,” he added. “But the stock market is still the stock market. “It’s always gone down and come back up.”

Read more!! →



Coronavirus stimulus bill lets Americans raid their retirement accounts via CBSNews

admin March 28th, 2020

The coronavirus relief package signed into law today allows people to take loans up to $100,000 from their 401k. CEO Kelly Campbell, CFP, CMFC, ChFC, AIF discusses the consequences of borrowing from your retirement savings and the importance of having a plan in place to pay back your loans quickly. Via. CBS News 

Read more!! →



5 Things Affluent Retirees Should Do Now that the SECURE Act Has Passed in Kiplinger

admin December 23rd, 2019

What’s clear to anyone who has been paying attention is that there are wide-reaching planning implications that will affect different communities in different ways. Also clear: The new law will not “enhance” everyone’s retirement. Below is advice for retirees and those who are about to retire with what should be enough resources to last through their golden years.

Read more!! →



25

Years in Business

420+

Clients

$600MM

Assets

22

Named by Barron's as the 22nd Top Wealth Advisor in Virginia