Blog

Estate Planning with Compassion: Doing It Right for Your Loved Ones and Community

Chad Campbell, CFP®, CTFA

Friday, January 16, 2026

Estate Planning with Compassion: Doing It Right for Your Loved Ones and Community

We were recently made aware of a disturbing scam attempt involving a friend’s adult daughter. The scammer alleged the daughter had been kidnapped and was being held for ransom. The scam began with a phone call to the mother. The caller...

On Beginnings, Endings, and Conversations that Matter

Chad Campbell, CFP®, CTFA

Friday, January 2, 2026

This is Louise. She is not a client of mine, but she is one of my late mother’s very closest friends. They were both diagnosed with cancer, my mom in 2008 and Louise a few years later in 2011. My mother made it about forty-five months....

Understanding the Financial Impact of a Terminal Illness: Where to Start

Chad Campbell, CFP®, CTFA

Friday, December 19, 2025

There’s no easy way to hear a terminal diagnosis. It knocks the wind out of you. And amid the whirlwind of doctor’s appointments, treatment plans, medications & therapies, and deeply personal decisions, there’s another layer that often...

Five Questions to ask a Wealth Advisor after a Diagnosis

Chad Campbell, CFP®, CTFA

Friday, December 5, 2025

1. “How should we adjust my financial plan now that my time horizon may be different?”This is the cornerstone. A shortened or uncertain timeline changes everything—from how you draw income to how you think about legacy. Your advisor...

The Most Overlooked Financial Documents For People Facing A Health Crisis

Chad Campbell, CFP®, CTFA

Friday, November 14, 2025

When a health crisis hits, the emotional and logistical burden can be immense. It’s easy to focus on the immediate medical needs and overlook the financial and legal documents that quietly hold everything together. Here are some of the...

Legacy isn’t just about money

Chad Campbell, CFP®, CTFA

Thursday, October 23, 2025

While compartmentalizing tasks can be useful, the truth is that everything is connected. When I think about how I’ll be remembered, it won’t just be for projections or strategies and so on, it will be for the kind of choices I make...

Three things I wish I knew about finances before my diagnosis

Chad Campbell, CFP®, CTFA

Thursday, October 9, 2025

There’s something about a serious diagnosis that shines a very bright light on the things we think we already understand -- money included. Looking back, here are a few things I wish I had more fully internalized before cancer changed...

From Advisor to Advocate: How my Personal Journey Changed my Approach to Wealth Management.

Chad Campbell, CFP®, CTFA

Friday, September 19, 2025

The truth is none of us know what’s coming. But some of us find out sooner than we expected. And when that moment comes, whether it’s a diagnosis, a loss, or some other life-altering event, the need for clear-headed planning becomes...

What Cancer Taught me about Planning for the Unexpected

Chad Campbell, CFP®, CTFA

Friday, September 12, 2025

I was forty-eight when I was diagnosed with advanced cancer. Apart from that, I was in excellent health. I lifted weights and did cardio six days a week, lived a healthy lifestyle, and … being candid … I genuinely believed I was...

Why I started Beyond Wealth: A Personal and Professional Calling

Chad Campbell, CFP®, CTFA

Friday, August 29, 2025

When I was diagnosed with Stage IVB prostate cancer a disease for which there is no cure , I had to reset all my plans and many of my expectations for the rest of my life. That’s why I’ve refocused my wealth advisory practice...

We can't remember the last time there was such a wide divergence in the outlook for short-term interest rates. But, some confusion is to be expected when the Federal Reserve primes the markets for lower rates but provides few details....

The Social Security Administration recently announced that over 71 million Americans, including Social Security and Supplemental Security Income beneficiaries, will receive a 3.2% increase in their benefits for 2024. However, it is...

You may have heard the idea that the Fed is trying to “thread a needle” with the economy by raising interest rates to slow growth but not cause a recession. Well, we’re at crunch time with that plan...

If you're a fan of Warren Buffett, you'll recognize this quote: "Be fearful when others are greedy and greedy when others are fearful." In recent weeks, the investing outlook has become a bit murky, which has led some people to let...

The possible government shutdown will add to the wall of worry. However, it does not equate to another government default potential. Kezia Samuel, CFA, CAIA, and Vice President of AssetMark, discusses the importance of maintaining the pers

Top of mind for many is the debt ceiling debate.  You may appreciate this perspective from AssetMark's Chief Investment Officer, Christian Chan, regarding the debt ceiling and its approaching deadline.

We were extraordinarily fortunate to have had with us for 8 ½ years Megan Obright as a friendly, welcoming, intelligent, detail oriented administrative professional in the office.  We knew we wouldn’t be able to keep her forever...

Planning is Personal

Chad Campbell, CFP®, CTFA

Friday, April 28, 2023

On September 30, 2021, I received a pathology report informing me I have Stage IV prostate cancer.  Scans taken a few days later showed that although the cancer was still “low volume,” it had already spread rapidly from the source tumor

After a tough week of headlines surrounding the banking sector, we thought this summary by AssetMark Chief Investment Officer, Christian Chan, was particularly well put.  

Given the headlines and news coverage surrounding the sudden collapse of Silicon Valley Bank (SVB) late last week (as well as two other crypto-centric banks) we want to provide some perspective on the matter.

In the final days of 2022, Congress passed a new set of retirement rules designed to make it easier to contribute to retirement plans and access those funds earmarked for retirement.The law is called SECURE 2.0, and it's a follow-up to...

Congress spent the final days of 2022 on new reforms designed to help Americans save more for retirement. You may hear the changes called SECURE Act 2.0, which is a follow-up to the Setting Every Community Up for Retirement Enhancement...

Once again, the year has flown by! In these final weeks of the year, our thoughts often turn to the comforts of home and family — of sharing good cheer with neighbors, friends, and loved ones.In that spirit, we would like to wish...

What does the bond market know that the Fed isn’t telling us? Fed officials recently have said that short-term rates will need to climb to over 5 percent to bring inflation under control. But in the table below, you can see...

The warmth of the holiday meal beckons. Thanksgiving is a time for gathering with loved ones and observing gratitude.So, as you gather around the table, look around and give thanks for the family and friends surrounding you. Give...

The Internal Revenue Service has released new limits for the coming year. After months of high inflation and financial uncertainty, some of these cost-of-living-based adjustments have reached near-record levels.

If you’ve felt like stock prices were a little more volatile in 2022 than in recent years, your “spidey senses” are right on the money. The S&P 500 has posted 81 daily moves of at least 1% through August. Of those...

Last Fall, we wrote about Chad’s cancer diagnosis.  In addition to positive news surrounding such, we're excited to share that Danae has begun studies toward a CERTIFIED FINANCIAL PLANNER™ designation.

If you don’t mind navigating the government’s website to open an account and make a purchase, and you have excess cash reserves such that you won’t need access to these funds for a minimum of twelve months, I-Bonds are worth a look.

While it’s still too early to draw any final conclusions, Congress is getting closer to outlining what tax law changes are under consideration to pay for the proposed $1.75 trillion Build Back Better Plan.1 For now, it appears...

Financial markets tend to function best when they have clear, strong leadership. When there’s concern about who’s the boss, markets can struggle.Jerome Powell’s first term as Fed Chair ends in February 2022. Until...

Higher bond yields and a legislative stalemate in Washington, D.C., added up to losses for the week.The Dow Jones Industrial Average declined 1.36%, while the Standard & Poor’s 500 lost 2.21%. The Nasdaq Composite index fell...

A funny thing happened in the investment markets the other day. September was living up to its reputation as a volatile month, but then the Federal Reserve came to the rescue.The Fed concluded its Federal Open Market Committee meeting...

The Autumnal Equinox approaching on September 22 is a day with 12 hours of sunlight and 12 hours of darkness. This balance of day and night serves as a reminder of the change of seasons, and heralds the coming of fall colors and...

The stock market notched its 7th straight month of gains in August, and the Standard & Poor's 500 index has set 53 new highs so far in 2021.1 During August, stocks rallied as investors looked past the increased number of COVID-19...

The 2020 Tokyo Olympics wrap up with closing ceremonies on August 8, and it’s been an Olympic games like no other. We’ve watched the world’s finest athletes go for the gold. Which leads many to wonder: what exactly...

With all the attention given to inflation, stock prices, and job reports, it’s been easy to overlook the remarkable move in the bond market during the past few months. The yield on the 10-year treasury closed at 1.26% on...

Corporate earnings season has begun, and the results are turning heads on Wall Street.Of the 120 companies in the S&P 500 index that reported numbers as of Friday, July 23, 89% of them beat the Street’s earnings-per-share...

Stocks reached new all-time highs last week as markets staged a strong rebound from the previous week’s declines.The Dow Jones Industrial Average rose 3.44%, while the Standard & Poor’s 500 picked up 2.74%. The Nasdaq...

One of the most anticipated comebacks of 2021 isn’t an athlete, rock star, or movie franchise. It’s summer travel, and it appears to be back with a vengeance.Travel agents are working 14-hour days to meet the needs of...

Weekly Market Insights: Upbeat Feelings Boost Market

Chad Campbell, CFP®, CTFA

Tuesday, June 1, 2021

Optimism over the economic reopening and renewed enthusiasm for technology and other high-growth companies powered the stock market higher last week.The Dow Jones Industrial Average rose 0.94%, while the Standard & Poor’s...

As our nation continues to recover from the effects of COVID-19, one economic trend has been capturing news attention as of late. Consumer prices are rising amidst economic recovery. In fact, the Consumer Price Index (CPI) rose 0.8%...

Inflation can be a scary word for people who are retired. It’s code for “prices are going up, but my income may stay the same.”The most recent reading on consumer prices put inflation back into the conversation. The...

2020 is certainly a year for the history books, and it’s with pleasure we see it that direction… toward history. With a global pandemic, social unrest, devastating natural disasters, a contentious election, and what could...

2020 brought with it a waiver of Required Minimum Distributions via the CARES Act in response to the Coronavirus pandemic. Absent legislation to the contrary, RMDs will make their return in 2021. As a reminder, though, when the CARES...

Those in the Salem area may have noticed a relatively significant change taking place at the south end of Riverfront Park. While Barry prefers to quietly serve in the background, foregoing recognition in favor of taking satisfaction in...

Just before the sky began to fall in 2020, we set out on a journey to reimagine the way in which we present Capital Financial Planners from a visual standpoint. We hope you enjoy the resulting new look as much as we do, and want you to...