Category: Blog

Finance

Not Paying Down the Mortgage

I asked one of my favorite clients recently, “Would you consider not paying down your mortgage so aggressively in order to improve ...
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Finance

Has Gold Lost Its Luster?

The price of gold has been in a downtrend since October with a significant amount of volatility occurring in April ...
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White Papers

Finding Substitutes for Traditional Bond Income in Your Portfolio

One of the basic principles of economics is the substitution effect. It states that consumers will find a substitute for ...
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Finance

Financial Literacy: It’s a family affair.

The financial turmoil over the past five years—high unemployment, foreclosures, personal and national debt and the associated uncertainty—has led to ...
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Finance

Emergency Reserve: How much is enough? Where do I park it?

With the tepid economic recovery and current tight lending standards, there is an especially strong need for each of us ...
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Career Coaching

Hitting the Bulls-eye! (in 2013 and beyond. . . )

As I was reviewing some of my blog posts from 2012, I came across this one and realized it would ...
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Finance

Budget Austerity: Is It the Right Move for the U.S. Economy?

While some groups in America scream that we need more austerity (cuts in government spending), something surprising is occurring: the ...
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FinanceMarket Analysis

Market Analysis Video – April 2013

Stocks continued upward in April with the S&P 500 Index posting a gain of 1.9%, representing its sixth consecutive positive ...
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BlogCommunityNews

Bell Investment Advisors Supports Rebuilding Together Oakland Through Two April National Rebuilding Days

OAKLAND, CA. May 6, 2013 – Rebuilding Together Oakland (RTO) and Bell Investment Advisors joined forces in April to renovate ...
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