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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