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Blog

Explore New Topics To Learn More About Retirement

Client SBA PPP (Paycheck Protection Program) Forgiveness Guide

Apr 29, 20

Congratulations you have received your PPP funding, and want to maximize your loan forgiveness. The amount spent over the next... View Article

529 Education Savings Plan

Apr 21, 20

Education Savings Responsibly educating the next generation is a noble goal and an important piece of the family financial plan... View Article

SBA PPP $349 Billion Fund Exhausted. How You Can Help Business Owners Across America.

Apr 17, 20

SMALL BUSINESS OWNERS ACROSS AMERICA NEED ASSISTANCE and here’s how you can help! As of yesterday, the Small Business Administration’s... View Article

SBA PPP UPDATE Frequently Asked Questions (FAQs)

Apr 17, 20

Over the past week, our team members have been extremely active in advocating key positions and recommendations related to the... View Article

CARES ACT- Individual Business Relief Provisions

Apr 2, 20

Financial Relief Information Kit For Individuals and Businesses as a Result of COVID-19 We are all navigating in unchartered waters... View Article

How Will The Tax Extension Affect You?

Mar 26, 20

Due to the impact of the coronavirus, Tax Day, which includes most forms and payments due between now and April... View Article

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Spring Hill Office

7211 Hiawatha Pkwy.
Spring Hill, FL 34606
Phone: (352) 683-7365

Odessa/Trinity Office

2400 Merchant Ave.
Odessa, FL 33556
Phone: (727) 364-2633

Inverness Office

2202 Highway 44 W.
Inverness, FL 34452
Phone: (352) 683-7365

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Investment advisory services offered through Market Guard® an SEC-Registered Investment Advisor CRD #153241. Campbell and Company and Market Guard® are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Jackie Campbell, CPA and Campbell and Company, Certified Public Accountants and Financial Advisors are able to provide tax services. However, you are not obligated to work with Campbell and Company, Certified Public Accountants and Financial Advisors and Jackie Campbell, CPA for any tax services. You are encouraged to consult your tax advisor or attorney.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Any references to fixed or guaranteed products or guaranteed income are referencing insurance products only and are subject to the claims-paying ability of the underwriting insurance company. Please see the Firm Brochure ADV and Form CRS for conflict-of-interest disclosures. Market Guard’s® primary asset management centers around the use of its model portfolios.

Market Guard’s® model portfolios utilize a tactical asset allocation model with the purpose of assessing individual positions in the portfolio, and depending on model chosen, signal a possible opportune time to sell, buy or hold the underlying exchange traded fund (ETF). It is not a stop loss, nor does it guarantee against any loss in the model or account. It is not responsible for any tax implications that may result due to the trading of the holdings.

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