About Kate Campbell King

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So far Kate Campbell King has created 18 blog entries.

2019 Q3 Mid-Quarter Commentary

By |2019-12-31T18:11:21-08:00August 29th, 2019|

For our Q3 mid-quarter commentary, partners Kate Campbell King, CFP® and Brian Kozel, CFP® sat down to discuss the current state of the financial markets and the firm's approach to managing client portfolios.

Developing Your Personal Legacy

By |2019-12-21T21:07:40-08:00August 15th, 2018|

What is your personal legacy? We believe that it is comprised of both financial assets and your personal history, vision and values. Join us for an informative seminar on how to plan your legacy.

The Drums of Trade War, Redux

By |2019-12-31T18:58:23-08:00July 6th, 2018|

Trade tensions have proven quite real over the last three months and continue to dominate headlines. Market price volatility continues apace as well, affected by concerns not only about trade but also rising interest rates and energy prices.

The Drums of Trade War

By |2019-12-31T18:59:55-08:00April 13th, 2018|

Like the ebb and flow of the tide, we saw markets rush upward in January only to see them retreat back in February and March. We have also seen a few historically large single-day declines, only to see a big rebound a few days later. The primary reason given for this volatility has been broad concern about tariffs and a looming trade war with China.

Asking the Right Question

By |2019-12-31T18:32:31-08:00February 12th, 2018|

We have an almost incomprehensible amount of information at our fingertips. Making use of that information is another thing entirely. In personal finance, like many other aspects of life, asking the right question is the essential element in decision making.

Retirement Planning for Real People

By |2019-12-31T18:34:40-08:00February 7th, 2018|

Faith and hope can take many forms. Belief in “big data" makes it easy to think that if you have enough hard data, the truth will emerge. We see this regularly when people expect there to be a simple, technical answer to how much money they need to retire.