Bell Finance Blog

Bell Investment Advisors’ Finance Blog

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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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May Market Commentary
June 3, 2020 In May, optimism related to the gradual reopening of the US economy persisted. After some initial …Read More

Video

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Webinar: Economic Recovery – When will it begin? What shape will it take?
May 28, 2020   Presenters: Forrest Bell, CFP®, President and Senior Investment Advisor Laurent Harrison, …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