Month: September 2014
Top Five Mistakes in Portfolio Design Part 1
When clients first come to us exploring the possibility of hiring a professional wealth manager, we ask them to bring ...
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Falling into the Harvest
It seems like the very day after Labor Day I am ambushed by Fall. While I am still holding onto ...
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Market Analysis Video – August 2014
The summer weakness in U.S. stocks was confined to just one month this year as the S&P 500 Index more ...
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Bell Investment Advisors Offers Two Investment Strategy Events in September
OAKLAND, CA. September 4, 2014 – Bell Investment Advisors, a Bay Area registered investment advisory firm, announced today they will ...
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Stocks, Not Stockings
Imagine life without a checking account. Imagine walking in to your local bank and being refused service, simply based on ...
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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 ...
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