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The Endowment Effect
Deciding when to sell a stock or a mutual fund can be difficult, especially when that unwanted stock or mutual ...
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A Marginally Successful Retirement Plan
Recently, Warren Buffett was a guest on CNBC’s morning show Squawk Box. It was the first Friday in October, which ...
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Market Analysis Video – September 2014
While stocks held up well during the summer, they pulled back in the first month of fall, which is not ...
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Market Analysis Video – September 2014
While stocks held up well during the summer, they pulled back in the first month of fall, which is not ...
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Sustainability
Sustainability is a meaningful concept in many areas of human concern, including business, economics, ecology, and financial planning. Preceding the ...
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Bell Investment Advisors Offers 2014 Estate Planning Update and the Role of Insurance
OAKLAND, CA. October 2, 2014 – Bell Investment Advisors, a Bay Area registered investment advisory firm, announced today they will ...
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Top Five Mistakes in Portfolio Design Part 2
This is second part of our compilation of the top five most common investing mistakes committed by individual investors. Mistakes ...
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Top Five Mistakes in Portfolio Design Part 1
When clients first come to us exploring the possibility of hiring a professional wealth manager, we ask them to bring ...
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Falling into the Harvest
It seems like the very day after Labor Day I am ambushed by Fall. While I am still holding onto ...
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