Category: Finance
Did You Make the Social Security Cut Before the Loopholes Closed?
Bell Investment Advisors
January 8, 2016
You may have heard the chatter about some Social Security loopholes being closed as part of the budget deal struck ...
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Why We Don’t Like Bond Indexes
Bell Investment Advisors
October 19, 2015
Most investors know that most stock indexes like the S&P 500 are weighted by size or market capitalization as it ...
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Actions Speak Louder Than Words: The Visit of China’s President Xi Jinping to America
Bell Investment Advisors
October 12, 2015
President Xi Jinping of China arrived in America the week of September 22 (during the same time that Pope Francis ...
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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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Is There an Opportunity in Energy Stocks?
Bell Investment Advisors
June 12, 2015
In our investment management experience, investors fall into one of two camps when looking at an investment that has dropped ...
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Market Analysis Video – March 2015
Bell Investment Advisors
April 16, 2015
Stocks pulled back in in March. Despite two down months in the first quarter, stocks were able to produce a ...
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Consequences of a Strong Dollar
Bell Investment Advisors
April 8, 2015
The value of the U.S. dollar relative to other world currencies has grown by approximately 22% in the past year. ...
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Market Analysis Video – February 2015
Bell Investment Advisors
March 12, 2015
Stocks bounced back in February after declining to start the year. U.S. stocks enjoyed their best month since October 2011 ...
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Investing in Ourselves at Various Life Stages
Bell Investment Advisors
March 3, 2015
Whether we like it or not, life and money will always be inextricably linked no matter what stage of life ...
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