Month: October 2012

Finance

Social Security: Fixing Your Timing Mistake

Our previous post on Social Security, “Applying for Social Security: The Importance of Timing”, highlighted the importance of choosing an optimal ...
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Finance

Enrolling in Medicare

Medicare and Age 65 The following information from Bell Investment Advisors is designed to help you enroll in Medicare at the right ...
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The Opening Bell

Making a Good Life Happen—The Explanation

After the democratic convention in North Carolina, President Obama and others quipped that former President Clinton should be appointed the ...
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The Opening Bell

Will You Run Out of Money?

The very real threat of running out of money is one of the main reasons that financial planning exists as ...
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The Opening Bell

What QE3 Means to You

With a new arrival to our family, my mother-in-law has been staying with us for the past couple of weeks. ...
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Finance

Why Education Planning Should Be Part of Your Financial Plan

Every parent wants to be there for their children as they move toward adulthood, and that usually involves helping them ...
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FinanceMarket Analysis

Market Analysis – September 2012

Just as August 2012 proved to be a much improved month for stock investors relative to the 2011 version, September ...
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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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Career Coaching

An Open Letter to the Editor of the New Yorker

I had to Google “Patricia Marx” to find out that she was a humorist; a colleague of Roz Chast, my ...
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