Category: Finance

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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Finance

Introduction to Mutual Funds

Mutual funds are investment companies that pool money from many different investors and invest it according to a specific strategy ...
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Finance

The Basics of Bonds

Corporations and governments borrow money from investors by issuing bonds. Borrowers promise to pay back the loans and to pay ...
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Finance

Momentum – The Blog

The investment management and financial planning teams at Bell Investment Advisors have opened this conversation on our new blog to ...
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