Celebrate Yourself

Feb 14, 2018 |Colleen O’ Connell-Campbell
Every year since 2010, I have hosted a Ladies Valentine’s Day Tea for my clients, my professional contacts and their friends. It was an idea that had been percolating since I set up shop as an advisor in 2001. I wanted to create an opportunity to connect...
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Family, Fiddles, and Flashbacks

Feb 09, 2018 |Colleen O’ Connell-Campbell
Red hair and a fiery Irish temper. Brown eyes and freckles. Rock’em Sock’em defenseman. And according to Brock Zeman, in his tribute song - Danny's Song (The Fiddler's Gone Home), Danny could saw that fiddle right in two. It has been 14 years since Danny...
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Sharing your wealth benefits everyone

Feb 07, 2018 |Colleen O’ Connell-Campbell
The SPEND, SAVE, SHARE Series  --  Sharing your wealth benefits everyone Empowering clients to SPEND, SAVE and SHARE their money with confidence is the foundation of my daily work. It informs my decisions and interactions at every turn. There’s no ignoring...
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Stock Market Volatility-Take One 2018

Feb 06, 2018 |Colleen O’ Connell-Campbell
After almost nine years of a climbing stock market, it may be challenging to digest the recent market declines.  I invite you to listen the following recording produced for you today (February 6, 2018), where I share with you the audio version of two...
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It’s always a good time to save

Jan 31, 2018 |Colleen O’ Connell-Campbell
The SPEND, SAVE, SHARE Series - It’s always a good time to save Empowering clients to SPEND, SAVE and SHARE their money with confidence is the foundation of my daily work. It informs my decisions and interactions at every turn. There’s no ignoring the...
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Smart spending is good

Jan 24, 2018 |Colleen O’ Connell-Campbell
The SPEND, SAVE, SHARE Series -- Smart spending is good Empowering clients to SPEND, SAVE and SHARE their money with confidence is the foundation of my daily work. It informs my decisions and interactions at every turn. There’s no ignoring the fact that...
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Lessons in financial literacy

Jan 17, 2018 |Colleen O’ Connell-Campbell
Unless kids are taught about the value of money, they will invariably encounter challenges in life. And depending on their lot in life, they may also become complacent, entitled and lazy. I don’t wish this for my sons or any other young people of today...
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Prediction Addiction

Jan 10, 2018 |Colleen O’ Connell-Campbell
Every year at this time we are bombarded with predictions. It is a common request in my line of work. “Colleen, what are they saying will happen with interest rates this year?  What about the stock market – will it go up or down?” My professional email...
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Our son is at the wheel, but we, his parents, hold the reins

Jan 02, 2018 |Colleen O’ Connell-Campbell
Imagine arriving home on the eve of your 17th birthday to find a small hatchback in the driveway with a big red bow. Last year, my son David turned 17. He had been working for several summers at a local golf course to pay for his social activities and...
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Reinvigorating your entrepreneurial efforts in 2018

Dec 28, 2017 |Colleen O’ Connell-Campbell
I don’t need to tell you that the dawn of a new year is an excellent time to be a little more aspirational as it relates to your business. Based on my own experience, I’ve come up with a few suggestions that I hope you will find helpful in 2018. Remain...
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