Category: White Papers
Finding the Optimal Risk Allocation for Your Retirement Plan—Are High-Return Investments Too Much of a Good Thing?
Bell Investment Advisors
September 1, 2014
Often times too much of a good thing can be bad. I thought of this adage as I sat in ...
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Finding Substitutes for Traditional Bond Income in Your Portfolio
Bell Investment Advisors
May 31, 2013
One of the basic principles of economics is the substitution effect. It states that consumers will find a substitute for ...
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Why Momentum Exists: A Perspective on Investor Behavior
Bell Investment Advisors
October 9, 2012
Last year at this time, we published a white paper entitled “Momentum Investing: How to Gauge the Market’s Opinion of ...
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Employee Engagement: The Key to Growth, Creativity, and Customer Satisfaction
Bell Investment Advisors
July 6, 2012
Introduction by Jim Bell, CFP®, President and Founder, Bell Investment Advisors Business owners, managers, and supervisors all need to have ...
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401(k) Plans: What Small Business Owners Should Know
Bell Investment Advisors
March 23, 2012
Introduction by Jim Bell, CFP®, President and Founder, Bell Investment Advisors For many years, Bell Investment Advisors has enjoyed a ...
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Momentum Investing: How to Gauge the Market’s Opinion of the Future
Bell Investment Advisors
September 9, 2011
Over the summer, with the debt ceiling impasse in full swing, our firm received lots of questions from concerned clients ...
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Business Succession Planning: A Short Course
Bell Investment Advisors
June 29, 2011
Introduction by Jim Bell, CFP®, President/Founder Bell Investment Advisors In 2000, I entered into a contract with Business Consultant John ...
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How Being Resilient Can Benefit Your Financial Future
Bell Investment Advisors
February 2, 2010
Given the financial turmoil of the last year and a half, cultivating a quality of resilience has become increasingly important ...
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