Your Checklist for Portfolio Rebalancing
When it comes time to reassess the target allocation of your investment portfolio, you might be wondering where to even start. Follow these basic tips to guide you through the process. 1. What Does “Rebalancing” Mean? Based on your tolerance for risk, your...
Spring Cleaning for Your Financial Strategy
Weekly Update – 5/24/23 Come springtime, you might be thinking about doing some spring cleaning, whether it’s cleaning out your garage, throwing out old items, or rearranging your furniture. However, it’s important not to forget to do some spring cleaning on your...
3 Current Market Risks and a Takeaway for Your Retirement
Our current economic situation is complex and, in some ways, unprecedented. Because of the pandemic, we have seen changes in how the market behaves and may consider re-adjusting how we approach retirement strategizing. 1) Government Spending and Bailouts In recent...
What is a Rolling Recession?
Weekly Update – 5/17/23 You may have noticed that the economy after the pandemic has been volatile. And while there has been talk of a possible recession for a few years, we have yet to enter a traditional recession. A recession is defined as a consistent, widespread...
Local Financial Advisor Completes Advanced Training from America’s IRA Experts at Ed Slott and Company, LLC
Members of Ed Slott’s Elite IRA Advisor GroupSM Attend Semiannual Workshop on the Latest Retirement Account Planning Strategies, Estate Planning Techniques and Tax Laws Knoxville, Tennessee, May 15, 2023 – Russell D. Campbell, Jr., Founder of Campbell Financial Group,...
Will Your Retirement Savings Be Enough? Ask These 5 Questions
Are you unsure of how much money you will need in retirement? This is a very common concern for Americans as they approach retirement age. Here are some tips on how to begin estimating your needs in the future and how to increase the longevity of your savings....