White Papers

Finding the Optimal Risk Allocation for Your Retirement Plan—Are High-Return Investments Too Much of a Good Thing?

September 1, 2014

Often times too much of a good thing can be bad. I thought of this adage as I sat in the sweltering heat of a Memorial Day celebration in California’s …Read More

Finding Substitutes for Traditional Bond Income in Your Portfolio

May 31, 2013

One of the basic principles of economics is the substitution …Read More

Why Momentum Exists: A Perspective on Investor Behavior

October 9, 2012

Last year at this time, we published a white paper entitled “Momentum Investing: How to Gauge the Market’s Opinion of the …Read More

Employee Engagement: The Key to Growth, Creativity, and Customer Satisfaction

July 6, 2012

As the U.S. economy continues its steady recovery, midsize …Read More

401(k) Plans: What Small Business Owners Should Know

March 23, 2012

Successful business owners are experts in their chosen field. They typically identify and …Read More

Momentum Investing: How to Gauge the Market’s Opinion of the Future

September 9, 2011

Over the summer, with the debt ceiling impasse in full swing, our firm received lots of …Read More

Business Succession Planning: A Short Course

June 29, 2011

Succession planning in a business context ordinarily involves passing that business on to a succeeding …Read More

How Being Resilient Can Benefit Your Financial Future

February 2, 2010

Given the financial turmoil of the last year and a half, cultivating a quality of resilience has become increasingly important as we look to rebuilding financial …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

2018 Schwab 1099 Availability

The 2018 tax season is now upon us, and with that comes tax documentation to assist you in filing your return. All official tax reporting information will come directly from Schwab. Please see below for timelines (varies by document type). 1099 – Paper Mailing For retirement accounts, you should have already received your Form 1099-R. …Read More

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