Category: Finance

Finance

Applying for Social Security: The Importance of Timing

Social Security is the only widely available source of income that provides the following combination of financial protections: 1) inflation-fighting …

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Finance

The United States of Europe

Since the end of World War II, the nations of Europe have been evolving toward unity. The most dramatic manifestation …

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Finance

The Cost of Market Timing

The quote below from The Social Animal by David Brooks reiterates why we do not support market timing, even in the current …

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Finance

Top Six Investment Mistakes

In working mostly with individual investors, we witness firsthand how people manage their investments and think about money. Most importantly, …

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Finance

Why We Did Not Invest in Facebook IPO

The title for this post is misleading because Bell Investment Advisors does not recommend or invest in individual stocks. However, …

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Finance

Comparing Your Portfolio to an Appropriate Benchmark

Why is Benchmarking Important? Let’s begin by discussing the importance of comparing your portfolio to an index, a process known …

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Finance

Investing in Volatile Markets

Volatility is inherent in capital markets. When we invest in the market, we expect volatility to play a part in …

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Finance

Introduction to Financial Planning

What is financial planning? What are the benefits of creating a financial plan? Should I be using a tax accountant …

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Finance

What’s the difference between a mutual fund and an ETF?

Like mutual funds, exchange-traded funds (ETFs) represent a share of ownership in a pool of stocks, bonds, and/or other securities. …

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