Bell Finance Blog

Bell Investment Advisors’ Finance Blog

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Investing in Volatile Markets

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

Introduction to Financial Planning

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

What’s the difference between a mutual fund and an ETF?

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

Introduction to Mutual Funds

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

The Basics of Bonds

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

Momentum – The Blog

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

Market Analysis

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Global Markets in July
August 4, 2020 Global Markets in July As July came to a close, the major categories of equities generated some …Read More

Video

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Webinar: Economic Recovery – How Might 2020 End?
July 22, 2020 Presenters: Laurent Harrison, CFP®, Senior Investment Advisor and Financial Planner Ryan Kelley, …Read More

Publication

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529 College Savings Plan Resources
November 1, 2019 529 Education Savings Plans are a meaningful topic for parents, grandparents, and anyone else who …Read More