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MOMENTUM, Bell Investment Advisors’ Finance Blog

  • April 16, 2015

    Stocks pulled back in in March. Despite two down months in the first quarter, stocks were able to produce a small positive return in the first three months of the year thanks to large gains in February.

    Many of you have expressed…

  • April 8, 2015

    The value of the U.S. dollar relative to other world currencies has grown by approximately 22% in the past year. That means if the average investor outside the United States bought a U.S. stock in dollars one year ago and the stock purch…

  • March 19, 2015

    Most investors know that most stock indexes like the S&P 500 are weighted by size or market capitalization as it is known in investment parlance. That means that the larger companies—in terms of value—comprise a larger proportion of…


MAKING A GOOD LIFE HAPPEN®, Bonnie Bell’s Career/Life Coaching Blog

  • May 18, 2015

    Bonnie Bell

    First of all, let me just say that I have missed you! I was out of the office for almost a month for major but not life threatening surgery, and in a bit of a health transition ever since, but all is well now, and I…

  • February 18, 2015

    Last year at about this time (1/14/14), I posted a blog, How to Follow Your Passion When You Don’t Know What It Is. You can find it by title in the Index to the right of this page and read or re-read it as a c…


Market Analysis

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The U.S. Economy Says “Yes”, But the Stock Market Says “No” – 1/4/19
January 18, 2019 2018 brought a remarkable divergence between U.S. economic data and U.S. stock market performance. …Read More

Video

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2019 Threats and Opportunities
February 14, 2019 Join us as we review 2018 and discuss what 2019 may have in store for investors: Does the poor end …Read More

Publication

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“It Was the Best of Times, It Was the Worst of Times . . .”
January 31, 2019 …So wrote Charles Dickens in his famous opening line of A Tale of Two Cities. Dickens wrote this …Read More

Latest News

2018 Schwab 1099 Availability

The 2018 tax season is now upon us, and with that comes tax documentation to assist you in filing your return. All official tax reporting information will come directly from Schwab. Please see below for timelines (varies by document type). 1099 – Paper Mailing For retirement accounts, you should have already received your Form 1099-R. …Read More

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