Category: Finance
Saving for Retirement: A “How To” for 2014
Bell Investment Advisors
March 4, 2014
Most CERTIFIED FINANCIAL PLANNERTM professionals encourage clients to start saving for retirement early in life . . . and for ...
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Prepare Now for Retirement Later
Bell Investment Advisors
February 26, 2014
It’s common knowledge that many Americans—of both genders—are at risk of underfunded retirement. For women, the risk is intensified. Historically ...
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How Do You Like Risk?
Bell Investment Advisors
February 11, 2014
With the S&P 500 Index dropping 3.5% in the first month of 2014, this is a good time to think ...
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Market Analysis Video – January 2014
Bell Investment Advisors
February 11, 2014
The New Year brought volatility back to the stock market. The S&P 500 fell -3.5% while foreign stocks, as measured ...
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Taking Charge of Your Financial Future
Bell Investment Advisors
January 31, 2014
We women earn money, we save it, we spend it, and we donate it. Yet, very rarely do we really ...
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Market Analysis Video – December 2013
Bell Investment Advisors
January 14, 2014
Happy New Year! December wrapped up the year positively for equities worldwide. The S&P 500 Index rose 2.5% during the ...
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Market Analysis Video – August 2013
Bell Investment Advisors
December 19, 2013
Stocks pulled back in August. The S&P 500 Index lost -2.9% while the foreign stocks of the MSCI EAFE Index ...
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2013 Tax Planning and Year-End Tips (Part 2 of 2)
Bell Investment Advisors
December 18, 2013
Are you retired, taking distributions from your retirement accounts, or considering gifting money or assets to a family member or ...
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2013 Tax Planning and Year-End Tips (Part 1 of 2)
Bell Investment Advisors
December 12, 2013
We hope you had a wonderful Thanksgiving and are ready for the upcoming holiday festivities. This year has passed quickly ...
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