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Do You Have a Bias Against International Small-Cap Stocks?
With the S&P 500 fully recovered from the correction earlier this year, and hovering near its all-time high, the current ...
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California Taxpayers vs. the New Federal Tax Law
On September 1, 2018, the California State Legislature adjourned without conforming the California State Income Tax to any part of ...
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Reaping the Harvest
It seems like, every year, the very day after Labor Day I am ambushed by fall. While I am still ...
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Ramsay Leimenstoll Quoted on Emergency Funds
Ramsay Leimenstoll, Bell’s Paraplanner on the Financial Planning team, was recently consulted, along with other financial experts from around the ...
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Are the Brightest Days Still Ahead? (Investment Committee Update)
Are the Brightest Days Still Ahead? (Investment Committee Update) As we mark the nation’s longest bull market on record, our ...
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Economic Resilience Conquers All
Despite all the news that could be so distracting, investors are focusing on U.S. economic strength to rise above the ...
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Consequences of the New Tax Law on Charities and Estates What Nonprofits and Their Supporters Need to Know
Consequences of the New Tax Law on Charities and Estates What Nonprofits and Their Supporters Need to Know While the ...
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The U.S. Consumer Lifts Once-Maligned Retailers
In 2017, these retailers were in free fall, and it seemed they would not be able to compete. Thanks to ...
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What is Relevant About the New Tax Law? Part 5: STATE & LOCAL TAXES, MISCELLANEOUS EXPENSES
One of the biggest changes resulting from the new tax law signed in December 2017 is a severe limit imposed ...
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