July 18, 2017

Self Employed Retirement Plans: You Have Options!

By James Behr Jr


  We know that self-employed Americans already have a lot on their plate however we wanted to take the time to discuss retirement plan options that could provide increased benefits over traditional retirement accounts. Certainly, majority a of people are familiar with the traditional 401(k) plan, but when considering small-business retirement plans, there are typically […]


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June 23, 2017

The Death of “Death Taxes” in New Jersey

By Scott Miller, Jr.


On October 14, 2016, Governor Chris Christie enacted a new law that will dramatically change the role of “death taxes” in New Jersey. “Death taxes” refer to estate and inheritance tax, which are incurred by heirs following the death of a relative. New Jersey, along with Maryland, are the only two states that levy both […]


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May 16, 2017

Hindsight is 20/20

By James Behr Jr & Christopher Paleologus


Amazon, Inc. had its initial public offering (IPO) 20 years ago this past Monday on May 15, 1997 and has grown to become arguably the most disruptive force in the retail and technology space today. The stock price has gained an astounding 36% compounded annually since its first day of trading. According to The Wall […]


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March 28, 2017

It’s Not Timing the Markets, but Time IN the Markets

By James Behr Jr & Christopher Paleologus


Too often investors attempt to time the market and follow media headlines proclaiming the stock market is either headed for new highs or on the verge of a crash. This has been evident over the past few weeks with headlines reading “Dow Volatile After Losing Streak,” “The Trump Stock Market Rally is Under Siege,” and […]


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March 21, 2017

Plan Now for Less Pain Later

By James Behr Jr & Christopher Paleologus


Whether you are approaching retirement or still in the height of your working years, it is always a good idea to review your estate plan and named beneficiaries on accounts. We have discussed in the past the benefits of doing such here and here. Naming beneficiaries can direct your money to your loved ones in […]


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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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February 13, 2017

Trump Signs to Delay Fiduciary Rule. What does this mean for investors and investment professionals?

By James Behr Jr & Christopher Paleologus


Blue Bell Private Wealth Management always has and always will be a fiduciary. On Friday afternoon February 3, 2017, President Donald Trump signed an executive order to delay, with the expectation to revoke, the passing of the fiduciary rule that was set to go in effect in April 2017. How would the fiduciary rule affect […]


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December 20, 2016

Year-End Financial Check-Up

By James Behr Jr & Christopher Paleologus


As we approach the end of the year there are a few financial moves you can make that will help you manage your savings accounts to ensure you are on the path to retirement. These include decisions you can make to help lower your taxes for the year 2016 and planning adjustments you may want […]


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December 7, 2016

Investing & Money in Your 50s

By James Behr Jr & Christopher Paleologus


When many people reach their 50s, they may come to the daunting realization that they do not have enough money saved for their retirement.  Furthermore, as modern medicine continues to advance, people are living longer and many financial experts recommend preparing to have retirement funds available to last 40 years or more. Lifestyle plays a […]


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November 1, 2016

Choose the Alternative of Alternative Investments

By James Behr Jr & Christopher Paleologus


In continuation of our discussion about which investment vehicles investors should avoid, we will now focus our attention to alternative investments. More specifically, we will discuss the importance of investors excluding Non-traded Real Estate Investment Trusts (REITs), Private Placements, Hedge Funds, Venture Capital Funds, and Private Equity Funds from their portfolios to avoid thwarting investment […]


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August 9, 2016

Is Your IRA Distribution Tax-Free? The Answer May Surprise You

By James Behr Jr & Christopher Paleologus


In 2015 Congress voted to make Qualified Charitable Distributions (QCD) a permanent part of the tax code. If you have to take a required minimum distribution (RMD) from your IRA account (all of those over the age 70 ½ with traditional IRAs must take them each year), you have the ability to direct that distribution […]


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June 22, 2016

The Impact of Rising Rates on You

By James Behr Jr & Christopher Paleologus


On June 15th, the U.S. Federal Reserve, commonly referred to as the Fed, made the decision to maintain the federal funds rate of 0.25-0.50%. The Fed cited slow economic growth, low inflation rates, a possible British exit from the European Union (“Brexit”), and a high unemployment report for May. The Federal Reserve has been in […]


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June 17, 2016

A Social Security Strategy that Could Benefit You

By James Behr Jr & Christopher Paleologus


On April 30th, 2016, the Social Security Administration ended the popular claiming technique known as “file and suspend,” which allowed couples to increase their lifetime benefits. Even though this strategy is no longer available, a second strategy, the “restricted application,” is still available to people born before January 1, 1954. What is the “Restricted Application”? […]


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