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What is Relevant About the New Tax Law? Part 5: STATE & LOCAL TAXES, MISCELLANEOUS EXPENSES

August 24, 2018

One of the biggest changes resulting from the new tax law signed in December 2017 is a severe limit imposed by the Republican-controlled Congress on state and local tax (SALT) deductions. Under the previous law, these deductions were unlimited for …Read More

The U.S. Economy is Very Strong (8/2/2018 analysis)

August 2, 2018

For the second quarter (Q2) of 2018, U.S. gross domestic product (GDP) grew by an annualized rate of 4.1%. This is an encouraging increase from Q1 growth of 2.2%. 2018 is on track to grow by 3% or more, which has not happened since 2005. This achievement …Read More

What is Relevant About the New Tax Law? Part 4: MORTGAGE INTEREST

July 25, 2018

Under the new tax law effective in 2018, can you claim your home mortgage interest as a deduction? Would you save more money taking the standard …Read More

Technology and Small Caps Score Best Sectors for Q2 and 2018 (7/5/2018)

July 3, 2018

The Dow Jones Industrial Average and the S&P 500 reached the end of the second quarter well below their all-time highs from January 2018. The Trump tariff activity did not start until after January, and it remains the dominant impediment to U.S. stock …Read More

The Art of Saying Nothing – 6/4/2018

June 4, 2018

Imagine if President Trump would have adopted a period of reflection and silence after he signed the tax cut bill in December. This is what Rick Newman, columnist for Yahoo Finance, considers if Trump would just get out of the way of our strong economy: …Read More

What is Most Relevant About the New Tax Law? Part 3: EDUCATION – EXPANSION OF THE 529 PLAN

May 9, 2018

Since the creation under the Small Business Protection Act of 1996, 529 accounts have allowed savers to contribute after-tax dollars for the purpose of paying education expenses to the beneficiary. The money is invested and can grow tax-free. Withdrawals …Read More

What Makes the Stock Market Wobble?: Rising Interest Rates and Trade Wars – 5/2/2018

May 2, 2018

The stock market wobbles when the Federal Reserve consistently raises interest rates. This is normal as businesses and consumers need time to adjust to higher financing costs. In response to the Fed increases, the 10-year U,S, Treasury yield passed …Read More

Keep Your Eye on Corporate Earnings, and Turn Off the TV – 4/3/2018

April 4, 2018

An analysis of the market, the most important investment principles, the threat of tariffs and trade …Read More

What is Most Relevant About the New Tax Law? Part 2: ESTATE AND GIFT TAX

March 12, 2018

The estate and gift tax exemption in the federal tax code (Form 706) applies to an individual’s gifts made during life and to assets left at death. Beginning in 2018, the exemption from tax is doubling to nearly $11.2 million per individual and $22.4 …Read More

Be a Winner — Learn to Live with Volatility (and other thoughts on the current market) – 3/2/2018

March 5, 2018

Be a Winner — Learn to Live with Volatility February brought the highly anticipated 10% pullback after the biggest drop in 2017 of only 3%. Corrections of 10% are evidence that the market does not continually rise, and they motivate technicians to …Read More

The Health Savings Account: an often-overlooked financial opportunity

February 27, 2018

This is an overview of a Health Savings Account (HSA), a unique savings & investment vehicle w/ tax benefits: who qualifies, advantages, restrictions, what medical expenses are covered, which aren't, what you can do before 4/17/18, 2018 caps, not to be …Read More

What is Most Relevant About the New Tax Law? Part 1: CHARITABLE DONATIONS

February 22, 2018

In December 2017, the U.S. Congress passed and President Trump signed into law a new tax law for American businesses and individual taxpayers. This new law is vast and complicated, so we think it is best to break it down into manageable subject areas …Read More

The Return of Market Volatility

February 12, 2018

On February 6, in response to the volatility that the markets were experiencing, we sent the following thoughts to our clients and other contacts for whom we had email addresses. (If you would like to be added to this list, contact info@bellinvest.com): …Read More

A Global Correction is Overdue. (2/2/2018)

February 2, 2018

Believe it or not, I would have liked to have seen a greater pullback in the stock market than the two-day drop on Monday and Tuesday, January 29 and 30. The total drop for those two days was 500 points on the Dow, which sounds like a lot, but it was …Read More

Tax Reform, Interest Rates, Global Growth

January 5, 2018

Interest Rates: December proved to be an interesting month in the world of finance. Earlier in the month, the Federal Reserve raised interest rates. The quarter point raise marked the third interest rate hike this year, bucking a trend of less frequent …Read More

Does This Market Have a Reason to Go Down?

December 5, 2017

The operative word above is reason, which frames the question in a rational context. We all know that investors and markets often move with irrational motivations, especially in short-term periods. After another strong gain in November, the U.S. market …Read More

2017 End-of-Year Actions to Enhance Your Retirement Savings

November 7, 2017

Making contributions to your retirement accounts is guaranteed to strengthen your financial and retirement plan. This year December 31 is on a Sunday, which means you should be planning those 2017 contributions now and targeting Friday, December 29 to …Read More

Don’t Be Afraid of a Market Pull Back

November 2, 2017

Don’t be afraid of a market pull back. This October 19 marked the 30-year anniversary of the great crash of 1987. The Dow Jones Industrial Average fell over 20% that day and still holds the record for the largest percentage drop in a single day. …Read More

Market Analysis

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COVID-19 and February’s Market
March 4, 2020 After an initial rise and pullback in January due to Coronavirus fears, U.S. stocks followed a …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