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2019

Volume 29, No. 2, April 2019
What is a “Normal” Interest Rate, and Why Does it Matter?

Volume 29, No. 1, January 2019
“It Was the Best of Times, It Was the Worst of Times…”


2018

Volume 28, No. 4, October 2018
Do You Have a Bias Against International Small-Cap Stocks?

Volume 28, No. 3, July 2018
American Consumers Get Great Deals from the Trade Deficit

Volume 28, No. 2, April 2018
Trump Punishes Craft Beer

Volume 28, No. 1, January 2018
Are You Guilty of Self-Induced Poverty?


2017

Volume 27, No. 4, October 2017
Cash, Bonds, and Happiness

Volume 27, No. 3, July 2017
Strength in Numbers: A Golden First Half for Global Stocks

Volume 27, No. 2, April 2017
It’s Not All About Trump

Volume 27, No. 1, January 2017
Don’t Pay Attention to Predictions


2016

Volume 26, No. 4, October 2016
Election Reflection

Volume 26, No. 3, July 2016
The Year of the Wall

Volume 26, No. 2, April 2016
Building Your Portfolio’s Stamina

Volume 26, No. 1, January 2016
Consider the Roller Coaster. . .


2015

Volume 25, No. 4, October 2015
How to Dampen the Effects of Market Corrections on Your Portfolio & Retirement Plan

Volume 25, No. 3, July 2015
A Greek Exit from the Eurozone & Rising Rates at Home:
The Waiting is the Hardest Part

Volume 25, No. 2, April 2015
A Recipe for Investment Success: Make Certain Your Managers Eat Their Own Cooking

Volume 25, No. 1, January 2015
Diversification Didn’t Work in 2014


2014

Volume 24, No. 4, October 2014
A Marginally Successful Retirement Plan

Volume 24, No. 3, July 2014
Are You a Longshot Investor?

Volume 24, No. 2, April 2014
Navigating the Transition to Retirement

Volume 24, No. 1, January 2014
Should You Invest Like It’s 1999?

2013

Volume 23, No. 4, October 2013
Cognitive Dissonance and Corporate Profits

Volume 23, No. 3, July 2013
Bonds Misbehavin’

Volume 23, No. 2, April 2013
Ensuring an Active Lifestyle for Your Portfolio

Volume 23, No. 1, January 2013
Fiscal Cliff Notes


2012

Volume 22, No. 4, October 2012
What QE3 Means to You

Volume 22, No. 3, July 2012
Investing Lessons from the Happiest Place on Earth

Volume 22, No. 2, April 2012
Building a Better Bunker Portfolio

Volume 22, No. 1, January 2012
The Cost of Liquidity


2011

Volume 21, No. 4, October 2011
A Cure for What Doesn’t Ail Us

Volume 21, No. 3, July 2011
Bye Bye Corporate American Pie

Volume 21, No. 2, April 2011
You Invest to Win the Game

Volume 21, No. 1, January 2011
Great (Inflation) Expectations


2010

Volume 20, No. 3, October 2010
To Dip or Double-Dip? … That is the Question.

Volume 20, No. 2, July 2010
Emerging Markets and Conservative Portfolios – Two Peas in a Pod?

Volume 20, No. 1, April 2010
A Moral Dilemma

Volume 19, No. 4, January 2010
It’s Tough to Make Predictions…Especially About the Future


2009

Volume 19, No. 3, October 2009
A Winning Disposition

Volume 19, No. 2, July 2009
Career Capital

Volume 19, No. 1, April 2009
Bad Medicine

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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