Bell Finance Blog

Bell Investment Advisors’ Finance Blog

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The United States of Europe

July 12, 2012

Since the end of World War II, the nations of Europe have been evolving toward unity. The most dramatic manifestation of unity came in 2002 with the adoption of a single currency (The Euro) now shared by 17 countries. The biggest obstacle to unity in …Read More

The Cost of Market Timing

July 3, 2012

The quote below from The Social Animal by David Brooks reiterates why we do not support market timing, even in the current market environment. Although the last few months have been choppy, involving a near 10% correction in the S&P 500 Index, the …Read More

Top Six Investment Mistakes

June 13, 2012

In working mostly with individual investors, we witness firsthand how people manage their investments and think about money. Most importantly, we are able to see what works and what doesn’t—the behaviors, attitudes, and decisions that make clients’ …Read More

Why We Did Not Invest in Facebook IPO

June 5, 2012

The title for this post is misleading because Bell Investment Advisors does not recommend or invest in individual stocks. However, the popular buzz about the initial public offering for Facebook presents some important teaching opportunities. Business …Read More

Comparing Your Portfolio to an Appropriate Benchmark

May 24, 2012

Why is Benchmarking Important? Let’s begin by discussing the importance of comparing your portfolio to an index, a process known as benchmarking. It is important to have a yardstick with which to judge your portfolio’s performance. Without knowing …Read More

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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“There Are Better Things Ahead Than Any We Leave Behind”
January 6, 2021

As December came to a close, the global equity markets added several percentage points to their …Read More


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Webinar: 2020 Election Impact – What Investors Should Know
October 22, 2020 Presenters: Laurent Harrison, CFP®, Senior Investment Advisor and Financial Planner Ryan Kelley, …Read More

Career/Life Coaching Blog

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Thoughts from Bonnie on Balance in Times of Stress
May 12, 2020

Originally Posted March 15, 2011 Back in 2011, the world was in a different form of crisis. The …Read More