Category: White Papers

White Papers

Finding the Optimal Risk Allocation for Your Retirement Plan—Are High-Return Investments Too Much of a Good Thing?

Often times too much of a good thing can be bad. I thought of this adage as I sat in …

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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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White Papers

Why Momentum Exists: A Perspective on Investor Behavior

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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White Papers

Employee Engagement: The Key to Growth, Creativity, and Customer Satisfaction

Introduction by Jim Bell, CFP®, President and Founder, Bell Investment Advisors Business owners, managers, and supervisors all need to have …

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White Papers

401(k) Plans: What Small Business Owners Should Know

Introduction by Jim Bell, CFP®, President and Founder, Bell Investment Advisors For many years, Bell Investment Advisors has enjoyed a …

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White Papers

Momentum Investing: How to Gauge the Market’s Opinion of the Future

Over the summer, with the debt ceiling impasse in full swing, our firm received lots of questions from concerned clients …

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White Papers

Business Succession Planning: A Short Course

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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White Papers

How Being Resilient Can Benefit Your Financial Future

Given the financial turmoil of the last year and a half, cultivating a quality of resilience has become increasingly important …

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