Category: Finance
The Power of Partnership – Lessons Learned from the Olympics
Bell Investment Advisors
September 5, 2012
While we all have varying interests in television programming, we can assume with confidence that you were able to watch ...
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Choosing the Right Advisor, Part 2: Key Questions to Ask
Bell Investment Advisors
August 28, 2012
The In-Person Complimentary Consultation After you have completed your preliminary screening, and zeroed in on two or three Registered Investment ...
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Choosing the Right Investment Advisor
Bell Investment Advisors
August 9, 2012
In this week’s blog entry, we touch on key points to consider when choosing an investment advisor, whether you are ...
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The Importance of Diversification
Bell Investment Advisors
August 2, 2012
On August 2, investors woke up to this news from Reuters: “Knight Capital Group Inc. is being forced to raise ...
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Convert Your Thinking on Roth Conversions
Bell Investment Advisors
July 25, 2012
In 2010, the law that imposed income limits on Roth conversions was changed so that anyone, regardless of income, could ...
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Applying for Social Security: The Importance of Timing
Bell Investment Advisors
July 18, 2012
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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The United States of Europe
Bell Investment Advisors
July 12, 2012
Since the end of World War II, the nations of Europe have been evolving toward unity. The most dramatic manifestation ...
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The Cost of Market Timing
Bell Investment Advisors
July 3, 2012
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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Top Six Investment Mistakes
Bell Investment Advisors
June 13, 2012
In working mostly with individual investors, we witness firsthand how people manage their investments and think about money. Most importantly, ...
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