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...
by Kern Campbell, MBA | Mar 28, 2019 | Education, Financial Analysts, Investment Ideas, Retirement
Key Planning and Investment Deadlines – Spring 2019 April – A Focus on Social Security May – A Focus on Retirement Planning June – A Focus on Generational Planning Spring Planning and Investment Deadlines In the above article, we cover Social...
by Kern Campbell, MBA | Jan 7, 2019 | Capital Markets Index Review, Financial Analysts, Investment Commentary, Investment Ideas, Market Trends
Here’s What Happened in The Stock Market for 2018 2018 turned out to be a year where what should have worked, in the end, did not. The first few months of the year were wild and crazy with swings up and down. Then we had a reasonable upward move over the next 4-5...
by Kern Campbell, MBA | Oct 26, 2018 | Capital Markets Index Review, Charts, Education, Financial Analysts, Investment Commentary, Investment Ideas, Market Trends
Is This The Last Great Buying Opportunity In The Current Bull Market? In short, I believe the answer is YES! This is likely your best opportunity to “buy the dip” before the market moves meaningfully to the upside. Since 2009 I have been saying this market could and...
by Kern Campbell, MBA | Aug 2, 2018 | Charts, Financial Analysts, Investment Commentary, Market Trends
Stock Market Commentary from the Desk of Kern Campbell at Financial Analysts PART I: THE US ECONOMY PART II: WHAT’S WORKING AND WHAT’S NOT PART III: THOUGHTS ON THE STOCK MARKET THE US ECONOMY The economic picture here in the US looks good. To summarize,...
by Kern Campbell, MBA | Apr 10, 2018 | Capital Markets Index Review, Charts, Investment Commentary, Market Trends
Keeping Returns in Perspective As investors, we have a tendency to get too excited on the way up, and overly pessimistic when markets go down. I think the following chart may help us all remember that markets, like Olympic sprinters, cannot maintain an intense sprint...