March 8, 2017

Don’t Let Annuities Eat You Alive

By James Behr Jr & Christopher Paleologus


This past weekend, Philly.com published two articles discussing fixed-index annuities and the potential harm they pose to elderly people and savers in general. Both articles can be found here and here and we highly recommend everyone read them. We almost never recommend that any of our clients purchase annuities at Blue Bell Private Wealth Management. […]


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October 11, 2016

Could An Annuity Be Hurting Your Retirement Goals?

By James Behr Jr & Christopher Paleologus


We have written a lot about what we like to invest in for our clients and what we think investors should be doing to prepare for retirement. Over the course of the next few weeks we will be discussing investments that we feel almost every investor can ignore and avoid with complete confidence. These investments, […]


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June 20, 2014

Annuities – If They Sound Too Good To Be True, They Probably Are

By James Behr Jr & Christopher Paleologus


Many variable annuities and index annuities promise a guaranteed return with upside stock market potential. You may have heard “You go up when the market goes up but you won’t go down when it goes down.”  What’s the catch? Let me begin by stating that the comments below refer to annuities sold as investment vehicles […]


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