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White Papers

Why Momentum Exists: A Perspective on Investor Behavior

Last year at this time, we published a white paper entitled “Momentum Investing: How to Gauge the Market’s Opinion of ...
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Career Coaching

An Open Letter to the Editor of the New Yorker

I had to Google “Patricia Marx” to find out that she was a humorist; a colleague of Roz Chast, my ...
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Finance

Retirement Planning

As the number of baby boomers in or facing retirement continues to grow, so does the number of retirement plans ...
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BlogNews

Bell Investment Advisors Offers Webinar, “How the November Election Results Could Affect Your Portfolio.”

Bell Investment Advisors, a Bay Area registered investment advisory firm, today announced they will be hosting a free webinar, How ...
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Finance

The Risk of a Hard Landing in China

With China’s GDP growth slowing from the 9-10% range over the last few years to an expected 7.5% rate in ...
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Finance

Investing Based on Your Political Views

A new political index, released just last week, allows analysts to measure candidate popularity through a social media lens. You ...
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Career Coaching

September

September has always and will always bring with it a whole string of back-to-school feelings, even though I haven’t been ...
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Finance

The Presidential Election and Your Portfolio

There seems to be an overwhelming concern among investors that the markets, and ultimately their own investments, will not perform ...
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Finance

The Power of Partnership – Lessons Learned from the Olympics

While we all have varying interests in television programming, we can assume with confidence that you were able to watch ...
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