Podcast Library

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Latest publications & other resources from Bell Investment's Financial Advisors.

Podcast Library

Finding Substitutes for Traditional Bond Income in Your Portfolio

June 06, 2013 at 12:17 pm

One of the basic principles of economics is the substitution effect. It states that consumers will find a substitute for a good if that particular good becomes too expensive. For example, if you go to the store and find that the steak you planned to cook for dinner is suddenly $20 per pound, you will likely change your mind and substitute chicken onto your menu to save a few bucks. Clearly, beef and chicken are not identical products, but in the sense that they are both meat and sources of protein, they act as reasonable substitutes for one another.

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(23.2MB)

Play the Podcast: (25.3 min)

The Women’s Roundtable: Make a Giving Plan Part of Your 2013 Financial Plan

April 12, 2013 at 5:55 pm

Topics include: Where to start – start small, start now, engage your family • How to say “no” • Leveraging financial and intellectual wealth

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(30MB)

Play the Podcast: (32.7 min)

Game Planning for the Last Three Quarters of 2013 - Seminar

April 12, 2013 at 5:03 pm

Topics include: First quarter projections for the stock market, bond market & economy • Discussion of major trend shifts for 2013 • Positioning your portfolio for the fourth quarter & beyond

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(34.6MB)

Play the Podcast: (37.8 min)

Financial Planning for Boomers

February 12, 2013 at 7:07 pm

Topics include: education planning • cash reserves strategies • benefits of an insurance review • maximizing your 401(k) • options for living arrangements in retirement

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(29.3MB)

Play the Podcast: (31.9 min)

Year-End Review and 2013 Preview

January 18, 2013 at 10:56 am

Join us for a review of market activity and the economic events of 2012, as well as a look forward to 2013 and what might be in store for investors, including possible impacts of election results.

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(35MB)

Play the Podcast: (38.2 min)

Small Business Tax Planning

October 31, 2012 at 4:15 pm

The webinar will offer a brief outline of income tax planning strategies for small business.

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(30.7MB)

Play the Podcast: (33.6 min)

Why Momentum Exists: A Perspective on Investor Behavior

October 11, 2012 at 10:46 am

Last year at this time, we published a white paper entitled “Momentum Investing: How to Gauge the Market’s Opinion of the Future.” (You can read or listen to the paper via podcast here.) In it, we discussed the presence of momentum in the financial markets and why it is valuable information for investors. Although we discussed the reasons behind why momentum works as an investment strategy, we never attempted to explain why momentum exists in the first place.

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(16.9MB)

Play the Podcast: (18.5 min)

How the November Election Results Could Affect Your Portfolio (Part I)

October 04, 2012 at 5:39 pm

Understanding historical market performance leading into an election...

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(14.2MB)

Play the Podcast: (15.5 min)

How the November Election Results Could Affect Your Portfolio (Part II)

October 04, 2012 at 5:34 pm

Understanding historical market performance leading into an election...

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(15.3MB)

Play the Podcast: (16.7 min)

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

July 23, 2012 at 11:00 pm

As the U.S. economy continues its steady recovery, midsize firms (100-1000 persons) and smaller businesses face a new set of challenges and opportunities to position themselves for success. Small and midsize companies have been the engines driving economic growth and fueling innovation for some time now, and they must constantly adjust to a rapidly changing global marketplace...