Category: 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 …
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 …
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 …
Top Six Investment Mistakes
In working mostly with individual investors, we witness firsthand how people manage their investments and think about money. Most importantly, …
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, …
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 …
Investing in Volatile Markets
Volatility is inherent in capital markets. When we invest in the market, we expect volatility to play a part in …
Introduction to Financial Planning
What is financial planning? What are the benefits of creating a financial plan? Should I be using a tax accountant …
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. …