Bell Investment Advisors’ Finance Blog

Sign up for our monthly Bell e-News.


 

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

White paper feature image
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 ...


Video

video feature image
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
It’s Not All About Trump!
April 18, 2017

With all of the political drama and turmoil in Washington, it is a good counterpoint that America, E...

Latest News

Bell Supports The Community Through Rebuilding Together Oakland/East Bay.

For two Saturdays every April for the last six years, Bell staff with family and friends and in conjunction with staff from the law firm Wendel Rosen Black & Dean LLP, have volunteered for a labor of love — providing home repair and landscape cleanup for a stressed home in the community. This support is […]

Latest Tweet

Connect With Us

bellinvest 20 year