Bell Finance Blog

Bell Investment Advisors’ Finance Blog

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2016 Politics and Central Banks

March 8, 2016

2016 has brought into focus politics and central banks simultaneously. The 2016 U.S. presidential primary campaign is unprecedented, according to many of the pundits, and central banks in Europe and Japan are experimenting with negative interest rates. …Read More

The United States’ Obsession with China

February 10, 2016

The main headline on the cover of the January 16, 2016 issue of The Economist reads: Everything’s under control: China, the yuan and the market. However, the accompanying cartoon image of a dragon plummeting downward with President Xi Ping holding the …Read More

Did You Make the Social Security Cut Before the Loopholes Closed?

January 8, 2016

You may have heard the chatter about some Social Security loopholes being closed as part of the budget deal struck by House Republicans and President Obama. This is a basic summary of what these changes are and how they might affect you. The two key …Read More

Actions Speak Louder Than Words: The Visit of China’s President Xi Jinping to America

October 12, 2015

President Xi Jinping of China arrived in America the week of September 22 (during the same time that Pope Francis and India’s Prime Minister Narena Modi were touring the U.S.) His first stop was Seattle to meet with 25 major U.S. business leaders, …Read More

Planning for Market Volatility and the Trouble with Target-Date Funds

September 15, 2015

As part of our ongoing financial planning work, we assist our clients by recommending an allocation for their retirement plan accounts (401k, 403b, etc.) that cannot be directly managed by us because of plan regulations. We analyze the fund options …Read More

From The Women’s Roundtable: Four Tips for Women Investors (that also work for men)

July 17, 2015

A study conducted by Fidelity last year showed that women are more cautious with their investing compared to men.  This more conservative mindset seems to make sense during weary economic periods, but remember: avoiding risk all together can jeopardize …Read More

Is There an Opportunity in Energy Stocks?

June 12, 2015

In our investment management experience, investors fall into one of two camps when looking at an investment that has dropped in price significantly. Investors in the first group steer clear, not wanting to “catch a falling knife” as the old Wall …Read More

Market Analysis Video – March 2015

April 16, 2015

Stocks pulled back in in March. Despite two down months in the first quarter, stocks were able to produce a small positive return in the first three months of the year thanks to large gains in February. Many of you have expressed concern about increased …Read More

Consequences of a Strong Dollar

April 8, 2015

The value of the U.S. dollar relative to other world currencies has grown by approximately 22% in the past year. That means if the average investor outside the United States bought a U.S. stock in dollars one year ago and the stock purchased stayed flat …Read More

Why We Don’t Like Bond Indexes

March 19, 2015

Most investors know that most stock indexes like the S&P 500 are weighted by size or market capitalization as it is known in investment parlance. That means that the larger companies—in terms of value—comprise a larger proportion of the index. …Read More

Market Analysis Video – February 2015

March 12, 2015

Stocks bounced back in February after declining to start the year. U.S. stocks enjoyed their best month since October 2011 and more than made up for the losses incurred in January. Bonds followed their best month in six years with declines in February as …Read More

Investing in Ourselves at Various Life Stages

March 3, 2015

Whether we like it or not, life and money will always be inextricably linked no matter what stage of life we are in. As our life progresses, so too does our financial focus. Whereas we would likely be focused on repaying student loans or landing that …Read More

Strengthening Your Financial Plan with Retirement Account Contributions

February 24, 2015

As we get closer to April 15, tax day in the United States, this may be a helpful reminder: you are still eligible to make certain retirement account contributions for last year (2014) even if you missed the December 31, 2014 date. Making contributions …Read More

Market Analysis Video – January 2015

February 13, 2015

“As January goes so goes the year,” used to be a well-known and useful adage on Wall Street. From 1970 to 2000, the direction—positive or negative—the stock market took in January predicted the direction for the entire year 84% of the time. In …Read More

The Joy and Anxiety Produced by Low-Priced Oil

February 3, 2015

We were amused on January 23 when our Time magazine arrived, dated February 2. We wish we could be so clairvoyant. In any case, we know that a trend is revealed when cheap gasoline makes the cover of Time. Brent crude oil, the global benchmark, has …Read More

Lose the Weight

January 22, 2015

The top New Year’s resolution, according to USA.gov and the Journal of Clinical Psychology, is to lose weight, but what about trimming down in other areas of our lives? In financial planning one of the most important “levers” or tools available to …Read More

Market Analysis Video – December 2014

January 14, 2015

The month of December proved to be a microcosm for the year in terms of foreign versus domestic stock performance. Stocks outside the United States struggled with the MSCI EAFE Index posting a loss of -3.4%. Meanwhile U.S. large-cap stocks finished a …Read More

Two Important Trends for 2015

January 8, 2015

As an equity investor, there are two important historical trends to be aware of that apply to 2015, both of which are positive for stocks: the Presidential Term Cycle and the Decennial “5” Pattern. In looking at the performance of the Dow Jones …Read More

Market Analysis

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Sector Imbalances & Investor Sentiment
October 2, 2020 Sector Imbalances & Investor Sentiment The beginning and the end of September rescued the stock …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