Media

Blue Bell Press and Newsletter Archive


Why Investors Shouldn’t Play Follow the Leader

Lou Carlozo, Yahoo! Finance, August 05, 2015

Mom and Pop Investors Lose Big on Oil Linked Structured Notes

Ben Eisen, Bloomberg, October 22, 2015

Ways to Play China’s Stock Market

Gregory Zuckerman, The Wall Street Journal, June 14, 2015

ETFs and Other Ways Investors Can Bet on the Drop in Oil Prices

Gregory Zuckerman, The Wall Street Journal, February 01, 2015

The Pros and Cons of Funds That Use Returned Capital to Boost Yields

Gregory Zuckerman, The Wall Street Journal, December 14, 2014

The Risks of Two Closed-End Bond Funds

Gregory Zuckerman, The Wall Street Journal, November 09, 2014

Regional banks on the rebound

Elizabeth Schulze, CNBC, September 25, 2014

ETF Ideas for Banks in a Rising-Rate Environment

Gregory Zuckerman, The Wall Street Journal, September 21, 2014

How to Profit From the Energy Boom

Gregory Zuckerman, The Wall Street Journal, March 04, 2014

Investors Forgo Structured-Note Protections in Bull Market Bet

Kevin Dugan, Bloomberg, February 27, 2014

How to Play Upheaval In Emerging Markets

Gregory Zuckerman, The Wall Street Journal, February 09, 2014

It's back! Market volatility sets advisers' defensive plans in motion

Jeff Benjamin, Investment News, February 04, 2014

Advisers Take Shine to Energy Stocks

Murray Coleman, The Wall Street Journal, August 29, 2013

Structured Products And More Available, but Awfully Confusing

Daisy Maxey, The Wall Street Journal, April 19, 2013

Closed-End Fund Investors Migrate Toward Stocks

Daisy Maxey, The Wall Street Journal, April 04, 2013

Advisers Gain Access to Complex Structured Products

Daisy Maxey, The Wall Street Journal, March 13, 2013

Worried About a Bear Market in Bonds? Here's What You Can Do.

Gregory Zuckerman, The Wall Street Journal, February 23, 2013

Hybrid Structured Note Sales Rise as Volatility Falls to Low

Kevin Dugan, Bloomberg, February 21, 2013

Fee-Only Advisers Buy Bigger Share of U.S. Structured Notes

Kevin Dugan, Bloomberg, January 17, 2013

How to Gain Leverage

Gregory Zuckerman, The Wall Street Journal, December 14, 2012

A Real Estate Primer

Gregory Zuckerman, The Wall Street Journal, October 29, 2012

U.S. Note Sales Slow in Quarter as Volatility Falls

Kevin Dugan, Bloomberg Brief, October 11, 2012

Most Popular Structured Notes Use Leverage for Returns

Kevin Dugan, Bloomberg, September 14, 2012

Advisers Perspectives

Ed McCarthy, CFA Magazine, July 01, 2012

S&P-Linked Note Sales Reach Record Even as Total Issuance Falls

Matt Robinson, Bloomberg, June 19, 2012

U.S. Structured Note Sales Fall as Stocks End Monthly Win Streak

Matt Robinson, Business Week, May 03, 2012

Don't Bank On It

Gregory Zuckerman, The Wall Street Journal, April 30, 2012

Drilling for Dollars

Gregory Zuckerman, The Wall Street Journal, March 12, 2012

A Question of Trust

Gregory Zuckerman, The Wall Street Journal, December 12, 2011

Second home tax break could be first casualty of deficit wars

Jeff Benjamin, Investment News, October 26, 2011

Structured products' Catch-22

Jeff Benjamin, Investment News, July 24, 2011

Structured Notes Protecting Against Inflation Rise Almost 40%

Matt Robinson, Bloomberg, June 20, 2011

The latest wrinkle in cash alternatives

Investment News, May 29, 2011

Info on closed-end funds scarce – but advisers hawking them anyway.

Jeff Benjamin, Investment News, April 28, 2011

Are your wealthy clients cheating on you?

Jeff Benjamin, Investment News, March 27, 2011

Advisers lead Treasury retreat

Jeff Benjamin, Investment News, March 13, 2011

Index CD may boost returns but add risk

Constance Gustke, Bankrate.inc, March 10, 2011

Options on exchange-traded funds gain in popularity

Jeff Benjamin, Investment News, November 21, 2010

Advisers Should Think Twice about Structured Products

Jeff Benjamin, Investment News, November 14, 2010

Reverse-Convertible Rise 29 Percent Amid Falling Yields

Zeke Faux, Bloomberg, October 08, 2010

US Advisers Wary of Structured Fees

Structured Retail Products, October 04, 2010

Indexed CD May Mimic Market, but Rate the Risk

Dan Weil, Bankrate.inc, September 28, 2010

Alternative Investing: Buying Bonds of Low-Cost Nations and How to Bet Against the Dollar

Gregory Zuckerman, The Wall Street Journal, June 14, 2010

Quirky world of closed-end funds offers opportunities for investors

Jeff Benjamin, Investment News, April 25, 2010

On Topic

Sonja Sherwood, Philadelphia Business Journal, March 15, 2010

Reverse convertible notes warrant sales scrutiny

Jeff Benjamin, Investment News, February 28, 2010

Boutique Seeks Longer Term Structures

Derivatives Week, November 30, 2009

Certificate of Complexity? Be Wary of Market-indexed CDs

Gail Liberman, Alan Levine, Market Watch, June 23, 2009

Alternative Investing: Alternative Answers

Gregory Zuckerman, The Wall Street Journal, June 08, 2009

Market-linked CDs bolster structured-products industry

Jeff Benjamin, Investment News, June 07, 2009

Another 'Safe' Bet Leaves Many Burned

Eleanor Laise, The Wall Street Journal, November 10, 2008

Structured Products: The Bright Future of Securitization

Christina Mucciolo, Registered Rep Magazine, July 16, 2008

High inflows show US playing catch-up

Paul O. Dowd, Financial Times, July 06, 2008

Structured Market Leery of Open Systems

Dan Jamieson, Investment News, June 02, 2008

Pricing of Financial-linked Products Won't Remain Generous

Kenneth Lim, Scott Miller, Sr., Scott Miller, Jr., Prospect News, April 22, 2008

Embracing Strategies Based on Derivatives

Jeff Benjamin, Scott Miller, Sr., Investment News, April 21, 2008

Structured Product Industry Woos Independent Advisers

Jeff Benjamin, Justin Capetola, Investment News, March 24, 2008

Investors Seek Structured Products Amid Turmoil

Kenneth Lim, Scott Miller, Sr., Scott Miller, Jr., Prospect News, March 14, 2008

Fever for Structured Products

Scott Miller Jr., Brian Wargo, Registered Rep Magazine, March 01, 2008

Winning Converts

Jon Asmundsson, Michael Iver, Bloomberg Markets, November 01, 2007

SEC Worried about Closed-end Funds

Dan Jamieson, Investment News, October 22, 2007

User Strategies - Wealth Manager Buys Into Leveraged Note

Institutional Investor News, Derivatives Week, August 06, 2007

Synthesized Portfolios with Structured Products

J. Scott Miller, Forbes, April 06, 2007

A Tempest Over Structured Products

John Churchill, Registered Rep Magazine, February 01, 2007

Mix and Match

Stephen P. Brown, Bloomberg Wealth Manager, November 01, 2006

The Best Defense

Structured Products, October 01, 2006

Blue Bell PWM Focuses on Value for Money

Arete Consulting, Structured Retail Products, September 20, 2006

CEO on File

J. Scott Miller, Philadelphia Business Journal, August 18, 2006

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