Bell Investment Advisors’ Finance Blog

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What is Most Relevant About the New Tax Law? Part 1: CHARITABLE DONATIONS

February 22, 2018

In December 2017, the U.S. Congress passed and President Trump signed into law a new tax law for American businesses and individual taxpayers. This new law is vast and complicated, so we think it is best to break it down into manageable subject areas rath...

The Return of Market Volatility

February 12, 2018

On February 6, in response to the volatility that the markets were experiencing, we sent the following thoughts to our clients and other contacts for whom we had email addresses. (If you would like to be added to this list, contact info@bellinvest.com): ...

A Global Correction is Overdue. (2/2/2018)

February 2, 2018

Believe it or not, I would have liked to have seen a greater pullback in the stock market than the two-day drop on Monday and Tuesday, January 29 and 30. The total drop for those two days was 500 points on the Dow, which sounds like a lot, but it was only...

Tax Reform, Interest Rates, Global Growth

January 5, 2018

Interest Rates: December proved to be an interesting month in the world of finance. Earlier in the month, the Federal Reserve raised interest rates. The quarter point raise marked the third interest rate hike this year, bucking a trend of less frequent ra...

Does This Market Have a Reason to Go Down?

December 5, 2017

The operative word above is reason, which frames the question in a rational context. We all know that investors and markets often move with irrational motivations, especially in short-term periods. After another strong gain in November, the U.S. market to...

2017 End-of-Year Actions to Enhance Your Retirement Savings

November 7, 2017

Making contributions to your retirement accounts is guaranteed to strengthen your financial and retirement plan. This year December 31 is on a Sunday, which means you should be planning those 2017 contributions now and targeting Friday, December 29 to hav...

Don’t Be Afraid of a Market Pull Back

November 2, 2017

Don’t be afraid of a market pull back. This October 19 marked the 30-year anniversary of the great crash of 1987. The Dow Jones Industrial Average fell over 20% that day and still holds the record for the largest percentage drop in a single day. Rob...

Identity Security

October 10, 2017

As you no doubt know, the credit reporting agency Equifax recently reported a major cyber security breach. The hack exposed the personal information of an estimated 143 million Americans. When this news broke, we emailed the following information to all o...

Market Analysis – September 2017

October 4, 2017

September Surprise! On average, September is the worst month of the year for stock market performance. Going back to 1950, September has averaged an S&P 500 decline of 0.5%, but for September 2017, the S&P 500 gained 2.06% driven by strong corpora...

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...

Market Analysis

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A Global Correction is Overdue. (2/2/2018)
February 2, 2018

Believe it or not, I would have liked to have seen a greater pullback in the stock market than the t...


Video

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Why is the Market So Strong, and What Could Go Wrong?
January 19, 2018

Join us as we explore these questions in our half hour webinar to discuss topics like What does the


Publication

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Long-Term Care
January 26, 2018

Some years ago, a client came to me concerned about his long-term care policy. He purchased the poli...

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Jim and Bonnie Bell Underwriting Jonathan Cozart (aka Paint)!

Jonathan Charles “Jon” Cozart, known by his online alias Paint, is an American YouTube personality, musician, and comedian. Bonnie and Jim Bell, long-time supporters of the Oakland Symphony, are underwriting Cozart’s special appearance at the Symphony’s February 9 concert, “Pride & Prejudice: Notes from LGBTQ”. Jim had this to say about their sponsorship: It is […]

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