by Kern Campbell, MBA | Mar 13, 2020 | Uncategorized
We have talked about this day for over a decade. We have always said, when the next crisis hits, we have a plan and we will execute the plan. We also said we would respond by explaining what has happened, what we are doing about it, and finally what we expect going...
by Kern Campbell, MBA | Oct 28, 2019 | Financial Planning
Here are some things you might consider before saying goodbye to 2019. Provided by Kern Campbell, MBA End-of-the-Year Money Moves What has changed for you in 2019? Did you start a new job or leave a job behind? Did you retire? Did you start a family? If notable...
by Kern Campbell, MBA | Apr 29, 2019 | Capital Markets Index Review, Financial Analysts, Investment Commentary, Market Trends
A Tale Of Two Markets For as bad as the market returns were during the fourth quarter of 2018, the first quarter of 2019 returns for investors has been equally impressive – this time to the upside! Here is a chart of the S&P 500 that helps illustrate the...
by Kern Campbell, MBA | Apr 10, 2019 | Education, Evergreen Content
When To Apply For Social Security Benefits The big question everyone at or near retirement age wants to know is when to claim social security benefits? Like most things in life, the answer to this question is “it depends!” In the following article, you...
by Kern Campbell, MBA | Apr 9, 2019 | Education, Evergreen Content, General Interest
Famous Estate Planning Blunders Click the below PDF file for a larger formatted article on Famous Estate Planning Blunders. Famous Estate Planning Blunders Financial Article on Estate Planning Mistakes made by famous families. These lessons in what not to do may help...
