Bell Investment Advisors’ Finance Blog

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Market Analysis – August 2017

September 6, 2017

It is impossible to effectively time your investments based on the prospects for wars and government policies. Timing is almost always disruptive to financial plans and harmful to long-term investment returns. Investment experts and markets separate their...

Market Analysis – July 2017

August 2, 2017

Thomson Reuters estimates that corporate earnings for the S&P 500 may again reach double digits for the second quarter of 2017. In the first quarter of this year, S&P 500 earnings grew by 15% compared to the first quarter of 2016. As of this date,...

Market Analysis – June 2017

July 6, 2017

Strong corporate earnings growth continues to propel global stock markets upward. . . . International and emerging market stocks represent the greatest potential because valuations are less stretched and profitability gains have further to run. . . .it is...

Death of Retail: Fact or Fiction

June 16, 2017

Many of the headlines in the news about brick and mortar retail suggest this method of spending is becoming extinct and that many consumers are using solely electronic means to purchase goods. Even a word as dramatic as “apocalypse” has been used to d...

Market Analysis – May 2017

June 2, 2017

Politics still impact financial markets in the short term, as shown by the Dow Industrial Average falling 373 points on May 17. On that day, former FBI Director Robert Mueller was appointed special counsel to investigate Russia’s attack on our 2016 elec...

Financial Planning as a Career Asset

May 17, 2017

Over the years I have met one-on-one with many college students, often the children or grandchildren of my investment management clients. I am proud that we work with multiple generations for several of our client families; we know and take care of grandp...

Market Analysis – April 2017

May 4, 2017

Scott Wittman, Chief Investment Officer at American Century Investments, is one of the investment professionals I like to follow. Recently, Scott articulated that at American Century, politics has no value as a variable for investment analysis; there are ...

Market Analysis – March 2017

April 4, 2017

In my 35 years as a Financial Advisor, I have never seen a U.S. President capture so much attention from the financial markets, and from almost everywhere else. The New York Times ran an article this month estimating that Donald Trump has received more at...

Are You Saving for Retirement? — Advice for Women

March 28, 2017

A 2016 Survey by GOBankingRates found that 56% of Americans have less than $10,000 saved for retirement. Scary stuff. Scarier still is that two-thirds of the women surveyed said they had no savings or less than $10,000 in retirement savings, compared with...

Tax Season Prep: Taxes and More

March 18, 2017

Tax season is upon us, and you may be getting ready to file by the April 18 deadline. Typically, the deadline for taxes is April 15, but because that date falls on a Saturday and April 17 is a legal holiday, the tax deadline has been pushed to April 18 th...

Market Analysis – February 2017 (with Fiduciary Rule comments)

March 3, 2017

The Fiduciary Rule After more than a year of deliberation, the US Department of Labor (DOL) under President Obama issued a new regulation specifying how all financial advisors in regard to retirement accounts should be held to a fiduciary standard. This n...

Market Analysis – January 2017

February 3, 2017

Although still positive for the month, the so called Trump Rally took a breather in January. There is concern that Trump’s three business-friendly intentions for 1) tax reform, 2) looser regulations, and 3) infrastructure spending are being undermined b...

Where to Stash Your Cash

January 24, 2017

Especially in uncertain times, it’s a good idea to hold some amount of your savings in cash. A good rule of thumb is to hold three to six months of necessary living expenses in cash or liquid funds generally called your “emergency reserves”. However...

Market Analysis – December 2016

January 11, 2017

Expectations are running high for President-Elect Donald Trump and the Republican majority. Nobody knows exactly what is going to happen in regard to Trump’s business-friendly policies for tax cuts, tax reform, looser regulations, and infrastructure spe...

The Fed Should Stop Predicting Future Rate Increases

December 16, 2016

There was no surprise yesterday when the Fed announced a modest 0.25% rate increase, which still leaves interest rates at historic lows. The move is not surprising because the US economy is accelerating, the stock market has reached all-time highs, unempl...

Market Analysis – November 2016

December 5, 2016

Before the November 8 election, the strength of the US economy was well established, as demonstrated by the upward revision of Q3 growth (due to strong consumer spending) from 2.9% to 3.2% annualized. This, plus seven straight years of job growth and the ...

2016 End-of-Year Actions to Enhance Your Retirement Savings

November 21, 2016

Making contributions to your retirement accounts is guaranteed to strengthen your financial and retirement plan. This year December 31 is on a Saturday, which means you should be planning those 2016 contributions now and targeting Thursday, December 29 to...

Our Investment Perspective — Stay Calm and Carry On

November 9, 2016

Last night was very unsettling to many Americans. There are many issues in this election, but as your Chief Investment Officer, I am focused on your money and your investments: 1. We do well when we separate our emotional reactions from our investment pro...

Market Analysis

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Market Analysis – August 2017
September 6, 2017

It is impossible to effectively time your investments based on the prospects for wars and government...


Video

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President Trump: The First Sixty Days
April 5, 2017

A discussion of the Trump administration’s actions and policies that are relevant to investors and


Publication

bellinvest publicaion
Strength in Numbers: A Golden First Half for Global Stocks
July 26, 2017

By no means am I an authentic basketball fan. For example, I do not under-stand a pick and roll. But...

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Piedmont East Bay Children’s Choir Receives Grants from NEA and Bell

More Than $82 Million Awarded for Arts Projects Nationwide Includes $13,000 awarded to Piedmont East Bay Children’s Choir  Oakland, CA — National Endowment for the Arts Chairman Jane Chu has approved more than $82 million to fund local arts projects across the country in the NEA’s second major funding announcement for fiscal year 2017. Included […]

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