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How to Dampen the Effects of Market Corrections on Your Portfolio & Retirement Plan
Matthew P. King
October 1, 2015
As a native San Franciscan, I find it odd that earthquakes as small as ones that register 3.0 or 4.0 ...
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Tulips or Wildflowers: The Public Pension Crisis Offers a Teaching Moment for Individuals and Families Planning for Retirement
James F. Bell
October 1, 2015
In an effort to face reality, pension funds all across America are lowering investment return assumptions to their lowest levels ...
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What Will You Do During Retirement?
Bonnie Bell
October 1, 2015
So much attention is paid to how much money you will need during retirement that often the whole question of ...
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Planning for Market Volatility and the Trouble with Target-Date Funds
Bell Investment Advisors
September 15, 2015
As part of our ongoing financial planning work, we assist our clients by recommending an allocation for their retirement plan ...
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How to Plan and Take a Vacation Even if You’re Unemployed
Bonnie Bell
July 29, 2015
Who doesn’t love a vacation? The mere word, which means “planned time spent not working,” along with other descriptors such ...
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Four Tips for Women Investors (that also work for men)
Bell Investment Advisors
July 17, 2015
A study conducted by Fidelity last year showed that women are more cautious with their investing compared to men. This ...
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A Greek Exit from the Eurozone & Rising Rates at Home: The Waiting is the Hardest Part
Matthew P. King
July 1, 2015
As I enjoyed the festivities over Fourth of July weekend, I could not help but notice that my eight-year-old son ...
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Are We Afraid to Compete?
James F. Bell
July 1, 2015
The dispute between President Obama and Congress regarding the Trans–Pacific Partnership (TPP) trade deal raises the question of how committed ...
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How to Fulfill Your Vacation Dreams
Bonnie Bell
July 1, 2015
Who doesn’t love a vacation? The mere word, which means “planned time spent not working,” along with such other descriptors ...
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