Month: December 2013
Market Analysis Video – August 2013
Stocks pulled back in August. The S&P 500 Index lost -2.9% while the foreign stocks of the MSCI EAFE Index ...
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2013 Tax Planning and Year-End Tips (Part 2 of 2)
Are you retired, taking distributions from your retirement accounts, or considering gifting money or assets to a family member or ...
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While the World is Focused on Outer Celebrations, Go Within
As soon as December 26 arrives with a thunk, the world shifts its focus to the New Year. By December ...
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2013 Tax Planning and Year-End Tips (Part 1 of 2)
We hope you had a wonderful Thanksgiving and are ready for the upcoming holiday festivities. This year has passed quickly ...
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Bell Investment Advisors Awards 2013 Annual Youth-in-the-Arts Grant
Bell Investment Advisors announced today that the firm is awarding its second annual Youth-in-the-Arts Grant of $5000 to the Gritty ...
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Market Analysis Video – November 2013
Stocks continued to rally in November, although U.S. stocks outperformed by a wide margin relative to foreign stocks. The S&P ...
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Women Gather for Discussions on Wealth Transfer (and an enjoyable social evening)
The Women’s Roundtable hosted another lively wine and cheese gathering on the evening of November 13 in the Oakland offices ...
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