Newsroom

5 Financial Boxes You Should Check Before COVID-19 Strikes

admin April 23rd, 2020

You're doing everything you can to stay healthy for your family. Now go the extra step and take care of all the loose ends left hanging from your estate plan.

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!! →



5 Strategies for Retirement Immunity Despite Coronavirus Crisis

admin March 30th, 2020

Whether you're worried your job may be on the chopping block or you’ve seen your retirement investments take a big hit, there are ways to help protect your financial future right now.

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!! →



17

Years in Business

450+

Clients

$700MM

Assets

22

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