Category: Finance

In 2010, the law that imposed income limits on Roth conversions was changed so that anyone, regardless of income, could ...

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

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

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

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

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

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

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

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