Bell Finance Blog

Bell Investment Advisors’ Finance Blog

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Tax Season Prep: Taxes and More

March 18, 2017

Tax season is upon us, and you may be getting ready to file by the April 18 deadline. Typically, the deadline for taxes is April 15, but because that date falls on a Saturday and April 17 is a legal holiday, the tax deadline has been pushed to April 18 …Read More

Market Analysis – February 2017 (with Fiduciary Rule comments)

March 3, 2017

The Fiduciary Rule After more than a year of deliberation, the US Department of Labor (DOL) under President Obama issued a new regulation specifying how all financial advisors in regard to retirement accounts should be held to a fiduciary standard. This …Read More

Market Analysis – January 2017

February 3, 2017

Although still positive for the month, the so called Trump Rally took a breather in January. There is concern that Trump’s three business-friendly intentions for 1) tax reform, 2) looser regulations, and 3) infrastructure spending are being undermined …Read More

Where to Stash Your Cash

January 24, 2017

Especially in uncertain times, it’s a good idea to hold some amount of your savings in cash. A good rule of thumb is to hold three to six months of necessary living expenses in cash or liquid funds generally called your “emergency reserves”. …Read More

Market Analysis – December 2016

January 11, 2017

Expectations are running high for President-Elect Donald Trump and the Republican majority. Nobody knows exactly what is going to happen in regard to Trump’s business-friendly policies for tax cuts, tax reform, looser regulations, and infrastructure …Read More

The Fed Should Stop Predicting Future Rate Increases

December 16, 2016

There was no surprise yesterday when the Fed announced a modest 0.25% rate increase, which still leaves interest rates at historic lows. The move is not surprising because the US economy is accelerating, the stock market has reached all-time highs, …Read More

Market Analysis – November 2016

December 5, 2016

Before the November 8 election, the strength of the US economy was well established, as demonstrated by the upward revision of Q3 growth (due to strong consumer spending) from 2.9% to 3.2% annualized. This, plus seven straight years of job growth and the …Read More

2016 End-of-Year Actions to Enhance Your Retirement Savings

November 21, 2016

Making contributions to your retirement accounts is guaranteed to strengthen your financial and retirement plan. This year December 31 is on a Saturday, which means you should be planning those 2016 contributions now and targeting Thursday, December 29 …Read More

Our Investment Perspective — Stay Calm and Carry On

November 9, 2016

Last night was very unsettling to many Americans. There are many issues in this election, but as your Chief Investment Officer, I am focused on your money and your investments: 1. We do well when we separate our emotional reactions from our investment …Read More

Market Analysis – October 2016

November 3, 2016

A Growth Spurt for the US Economy, a headline in the October 29 Wall Street Journal, refers to the Commerce Department’s announcement that the US Gross Domestic Product (GDP) rose at a 2.9% annual rate for the third quarter ending in September. This is …Read More

Qualified Charitable Distributions from IRAs

October 13, 2016

If you are age 70 ½ or older and have money in an IRA account, you must, as you may know, take a “required minimum distribution” or RMD from your account (excluding Roth IRAs). Not doing so can result in big trouble and penalties with the IRS. If …Read More

Market Analysis – September 2016

October 10, 2016

The decision by the Federal Reserve at their September meeting to not raise interest rates brought some sunshine to the market. Financial and Technology stocks performed well in the third quarter. This alleviated concerns that advances in stocks are not …Read More

A New Savings Plan to Help the Disabled Attend College: 529A

September 14, 2016

Millions of students will enroll in college this year, many using money from a 529 tax-advantaged savings plan to help defray the ever-growing cost of higher education. These plans have been in existence, in one form or another, since the late 1980s and …Read More

Bond Market Outlook and Strategy 2016

August 17, 2016

In our last blog we shared an overview of our current thinking about the economy and the stock market this year. Here we will share our thoughts on the bond market. As always, please feel free to share your comments at the bottom of the page. Low …Read More

Economic and Stock Market Overview 2016

August 9, 2016

As we enter the middle of the third quarter of 2016, we thought we’d share an overview of our current thinking about the economy and the stock market this year. Our next blog will address the bond market. Global equity markets have been in a “bull …Read More

Money Market Fund Reform

July 7, 2016

Driven by the 2008 financial crisis, the U.S. Security and Exchange Commission (SEC) has, in the last few years, implemented multiple rounds of reform regarding money market funds. These changes have been developed in an effort to increase fund liquidity …Read More

When Your Portfolio Isn’t Making Money

June 14, 2016

While preparing for our next gathering of The Women’s Roundtable later this month, “Keep Calm & Invest On: Taking the Emotion Out of Your Money”, where we plan to discuss investor behaviors and risk evaluations, we began to wonder what inherent …Read More

Tax Season: Important Actions to Take

March 15, 2016

Tax season is upon us! As you know, that means you must file your taxes by April 15, unless you file for an extension. However, April 15 is also an important deadline for other financial matters. April 15 is the deadline for making contributions to a …Read More

Market Analysis

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Best Quarter for U.S. Stocks Since 2009
April 5, 2019 The breadth of the U.S. stock market gain in the first quarter of 2019 caused all sectors of the …Read More

Video

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Flexibility Moves the Market Upwards
April 8, 2019 The U.S. stock market is celebrating its best start to a new year since 1987. Join Bell Investment …Read More

Publication

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Middle Retirement Planning
April 17, 2019 If you read financial planning textbooks, you might be left with the impression that people report …Read More

Latest News

Schwab Phishing Attempt Reported

Bell received notification from our custodian, Charles Schwab, of a text message-based phishing attempt imitating Schwab. The phishing attempt appears to have been sent to a random set of phone numbers, not necessarily clients of Schwab or Bell Investment Advisors. The phishing attempt was conveyed through text messages appearing to come from Schwab, but in …Read More

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