Category: 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 …
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 …
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 …
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 …
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 …
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 …
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 …
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 …