Kathy Campbell

Meet the Carroll Family, the visionaries behind Carroll Family Holdings. With a legacy of innovation and a commitment to excellence, they have built a diversified portfolio that spans multiple industries. Their dedication to sustainable growth and community development sets them apart as leaders in their field.

Post By Kathy

Robo Advisor Update

Robo Advisor Update

Hey folks, we’ve seen some great info come out around robo advisors in the past months. I thought this would be a good time to update you all with a little information in and around this space.   By way of reminder: “What is a ‘Robo Advisor’?”   There are...

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Portfolio Loans

It is very often true what they say: it takes money to make money. Or, said another (slightly different way) - there are many (better) investment strategies and ideas that are only really open to the very wealthy. It used to be, in my experience, that portfolio loans...

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Freelancer Protections

You may have heard recently about California updating laws around who is an independent contractor versus an employee. People (and employers!) are confused about the difference. This is a common problem/discussion - especially in the freelancer world. The way the new...

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