May 16, 2012
Volatility is inherent in capital markets. When we invest in the market, we expect volatility to play a part in our investment process; nevertheless, in times of market stress, the temptation to exit altogether is very strong. The S&P 500 moved 2% up …Read More
May 3, 2012
What is financial planning? What are the benefits of creating a financial plan? Should I be using a tax accountant instead of doing my own taxes? Why haven’t I created a will yet, and what are the benefits of a trust? How is my retirement account …Read More
April 26, 2012
Like mutual funds, exchange-traded funds (ETFs) represent a share of ownership in a pool of stocks, bonds, and/or other securities. However, while they are quite similar in a general sense, there are a number of differences between ETFs and mutual funds …Read More
April 18, 2012
Mutual funds are investment companies that pool money from many different investors and invest it according to a specific strategy outlined in the mutual fund prospectus. Investors buy shares in each mutual fund and become shareholders. Mutual funds …Read More
April 10, 2012
Corporations and governments borrow money from investors by issuing bonds. Borrowers promise to pay back the loans and to pay a specific rate of interest. Bonds are often referred to as fixed income securities because the rate of interest is often fixed …Read More
April 2, 2012
The investment management and financial planning teams at Bell Investment Advisors have opened this conversation on our new blog to share relevant topics related to today’s financial world and our firm’s core strategy— Momentum for Life. Our …Read More
