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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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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 tha...


Video

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Retirement Spending: A Blueprint for Smart & Strategic Distributions
November 21, 2017

Use your investment accounts to create a monthly paycheck in retirement. Tailor your distribution


Publication

bellinvest publicaion
Cash, Bonds, and Happiness
October 20, 2017

 Cash can make you happy, at least according to an article from the Wall Street Journal titled “M...

Latest News

Heidi Stoltz to Present at Oakland’s YWCA Young Women & Money Conference, 12/9

You may know a young woman, 18 – 30, who could benefit from attending the YWCA’s tenth annual Young Women and Money Conference. This conference is designed to help young women gain financial independence and success. Attendees will learn about good credit, budgeting, paying bills, and investing. Oakland Mayor Libby Schaff will give the opening […]

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