Campus Investment Services

10/13/2026

Is your estate strategy full of cobwebs? Does your investing approach have too many tricks and not enough treats? Does your retirement timeline read like a ghost story?

These things have a way of going bump in the night.

Knowing where you stand is the first step.

10/07/2026

A few simple habits can go a long way toward protecting your personal and financial information. What steps are you taking at home and with your business?

10/02/2026

October is Breast Cancer Awareness Month.

We take this time to honor the strength of those who have faced a diagnosis, support those currently going through it, and recognize the families and communities who stand beside them.

Awareness matters. Support matters. Presence matters.

CAMPUS Investment Services stands with you!

09/17/2026

🚢From ships to shares, here’s a brief history of stocks 📊

The first “stocks” were tied to dangerous sea voyages. Today? They’re traded with a tap.

Swipe to explore:
⚫ The first company to issue stock
⚫ The world’s first exchange
⚫ Why stocks became so popular
⚫ How this centuries-old idea still drives markets today

09/10/2026

Nearly 30 percent of ultra-high-net-worth families have experienced a cyberattack.
As your digital footprint grows, your security habits must evolve too. Securing your wealth is about more than just monitoring your portfolio. It is about building a proactive approach that covers your entire digital life.

Small steps like freezing your credit or segmenting your home network can significantly reduce your risk. These high-value habits are easy to implement and provide a stronger layer of defense for your family assets.

It may be time to revisit how your digital security fits into your broader financial strategy.
Reach out to your financial professional today to discuss a comprehensive approach to securing your digital wealth.

Sources:
JPMorgan.com, January 23, 2026
Risk-strategies.com, 2025
Toplinecu.com, March 18, 2026
Fidelity.com, 2026

08/25/2026

New research from The Aspen Institute looks at what it calls “essential wealth”: a benchmark for financial resilience and major life milestones.

The benchmark includes having six weeks of take-home pay in savings, along with enough net worth to support goals such as homeownership and retirement security.

According to the report, about 34.5 million U.S. households fall short of that threshold.

The estimated net worth needed varies by age group:
18-29: $40,000
30-39: $120,000
40-49: $265,000
50-64: $530,000
65+: $775,000 for a couple with no mortgage

These figures are broad estimates and can vary based on income, location, household needs, and housing costs.

The broader takeaway is that income alone does not always show whether a household feels financially secure. Savings, assets, debt, housing, and long-term goals all help shape the bigger picture.


Source:

Three in four American households lack the wealth to weather financial setbacks and achieve major life milestones.

08/17/2026

Our Investments team had a great time out West at the LPL Financial Conference! 🌄 The conference provided valuable insights, meaningful connections, and fresh perspectives on how to continue serving clients with the highest level of care and attention.

08/12/2026

⛈️ Severe Weather Prep 🏠

Severe weather season brings wind, rain, and hail. A little prep now goes a long way.

Not sure where to start? Here are a few things worth doing before the next storm rolls through:

🔹 Roof and Gutters: Look for loose shingles and clear out clogs. Small problems get expensive fast once the rain hits.

🔹 Go-Bag: Water, food, flashlight, phone charger, and important documents. Keep it ready so you're not scrambling.

🔹 Know Your Routes: Check your local evacuation routes on a calm day. You'll be glad you did.

🔹 Review Your Coverage: Made home improvements lately? Worth a quick conversation to make sure everything is accounted for.

A little attention now beats a lot of stress later. Reach out anytime if you have questions. 🌟

08/03/2026

📝✨ August is Make-A-Will Month! ✨📝

In that spirit, we're raising awareness about the importance of creating a will. Now is the perfect time to have your wishes clearly outlined. Or if you have a will, August is a great time to review it and see if it remains aligned with your wishes.

Creating a will isn't just about assets; it's about leaving a legacy, making your intentions known, and thinking about your loved ones' future.

Here are a few reasons why having an up-to-date will is essential:
Your Loved Ones: Outline how you want your family to be cared for, especially any children under 18.
Manage Conflicts: Clear instructions can help during disputes and misunderstandings.
Your Legacy: How will your assets, possessions, and digital presence be distributed and managed?
Have Your Affairs in Order: Comfort for you and your loved ones.

Let's make this month count by taking steps towards your future! Have you already started? Share your thoughts and experiences in the comments below. 👇💬

📜🔒

07/30/2026

Small business owners often think of their employees as family, but are they set up like it? This post opens the conversation around retirement options available to small business employees, reminding owners that a 401(k) isn't the only choice and that some options are built specifically for smaller teams.