Month: December 2012
Building Positive Momentum in Your Career and Life
As soon as December 26 arrives with a thunk, the world shifts its focus to the New Year. By December ...
Read More →
‘Tis the Season to Be Giving!
In the midst of the holiday rush, opportunities and impulses arise that lead to charitable giving. Whether it’s making a ...
Read More →
Last-Minute Investment Tax Tips for 2012 (#4 in a four-part series)Roth Conversions
In 2010 the law regarding Roth Conversions changed. Since then anyone, regardless of income, can convert their Traditional IRA to ...
Read More →
Last-Minute Investment Tax Tips for 2012 (#3 in a four-part series)Stock Donations
Because this is the season of giving, you may be considering making a charitable donation to your favorite organization or ...
Read More →
Bell Investment Advisors Awards First Annual Youth-in-the-Arts Grant
Bell Investment Advisors announced today that the firm has awarded its first annual Youth-in-the-Arts Grant of $5000 to the Cal ...
Read More →
Market Analysis Video – November 2012
Admittedly, it is occasionally difficult to concoct content for this monthly missive. During some months, nothing of much consequence occurs; ...
Read More →
Last-Minute Investment Tax Tips for 2012 (#2 in a four-part series)Tax-Loss Harvesting
Like many investors this time of year, you may be looking to rid yourself of the losers in your portfolio ...
Read More →
Last-Minute Investment Tax Tips for 2012 (#1 in a four-part series)Capital Gains Tax Sale: Good Deal or Bad Deal?
Coming off the heels of Black Friday and Cyber Monday, you probably witnessed some extraordinary sales and deals in the ...
Read More →