Category: Finance

Finance

Choosing the Right Investment Advisor

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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Finance

The Importance of Diversification

On August 2, investors woke up to this news from Reuters: “Knight Capital Group Inc. is being forced to raise ...
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Finance

Convert Your Thinking on Roth Conversions

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