Happy Thanksgiving!

Thanksgiving Letter 2017 Happy Thanksgiving, Merry Christmas, Happy Hanukkah, and a safe, healthy and Happy New Year. It may sound cliché, but I feel fortunate to be able to make a living doing what I love. I take very seriously the trust you place in us and please know that you and your family mean […]

Welcome to Our Summer 2017 Interns!

  We are excited to have our three interns here with us for the summer. Welcome to the Blue Bell PWM team Kevin, Ryan and Pete! Kevin Scott:             Kevin was born in Lansdale, PA, eventually moving to Telford and now residing in Quakertown, Pennsylvania with his parents and older sister. Kevin attended Lansdale Catholic […]

Meet Our Summer Interns!

We are happy to have our three interns here working with us for the summer. Below are brief biographies on each one. Meghan Lui Meghan is a native of the greater Philadelphia area, raised in Collegeville, PA. She is a junior at Duquesne University where she majors in Accounting and Legal Studies. She is a member […]

Scott Sr. is a grandfather for the 4th time!

Congratulations to Megan and Dan Galbally (Scott’s daughter and son-in-law) on the birth of their beautiful baby girl! Paige Justine Galbally was born this morning at 4:00 AM. Both mother and baby are doing well and everyone is excited for the new addition to their family.

Welcome Miguel L. Biamon to the Team

It is our pleasure to announce that Miguel Biamon will be joining Blue Bell Private Wealth Management in the position of Senior Investment Advisor. Miguel brings twenty years of experience and a proven track record of success in the financial services industry. He most recently spent 13 years at the Bryn Mawr Trust Company holding […]

2016 Year End S&P 500 Projections

With the bull market entering its seventh year, strategists on Wall Street are expecting another year of gains but with more volatility along the way. Last year market strategists were looking for a rise in stocks of 10% or more. There were several issues that caused stocks to lag in 2015: the uncertainty surrounding the […]

Charitable Giving: Stock or Cash?

As we approach the end of the year, many investors consider making charitable gifts to their favorite charities.  Often, these gifts are made via cash or check. Investors may receive more tax benefits for their gifts by donating long-term appreciated stock instead. Comparing the Tax Benefits When you gift cash or stocks, you may potentially […]

What Happens When the Fed Raises Rates

To move the U.S. economy out of the carnage left from the Great Recession, the Federal Reserve Bank adopted a near zero interest rate policy almost 8 years ago. This policy, along with FOMC operations such as QE1, QE2, etc. was unprecedented and has had an enormous impact on the stock market. The FEDs balance […]

The Basics of Pennsylvania and Federal Death Taxes

We are often asked by our clients how their property will be taxed upon their deaths. While we are not qualified to provide specific legal and tax advice, we wanted to share some of the basics of the Pennsylvania Inheritance Tax and the Federal Estate Tax. Pennsylvania Inheritance Tax: this is a tax levied on […]

Walk the Bases – We Will Treat Your Children or Grandchildren!

Blue Bell Private Wealth Management and Affinity Financial Partners have teamed up with For Pete’s Sake Cancer Respite Foundation to give your young children and grandchildren an opportunity to actually walk the bases at Citizens Bank Park and at the same time benefit cancer sufferers in their time of greatest need. For adults that can […]

What if you could reduce the ups and downs of the stock market?

If you are like other investors, you expect to see your investments grow over time.  However, along this path to long-term growth, there will be turbulent times that could cause you to question your decisions:           Am I invested in the right place?           Is investing for me?           I’m not sure I can handle […]

2015 Year-End S&P 500 Projections

With the bull market entering its sixth year, strategists on Wall Street are expecting another year of gains but with more volatility along the way. Of the 22 strategists we researched, all remain optimistic for the stock market in 2015, even with an anticipated interest rate hike by the Fed, falling oil prices and weakness […]

Putting Volatility in Perspective

27 Years ago today… You were probably grooving to the sweet sounds of Whitney Houston’s, I Wanna Dance with Somebody (Who Loves Me), while… The market was crashing, struggling through the biggest single day decline in history also known as Black Monday.  Putting Volatility in Perspective On this date in 1987, the S&P 500 fell 20.5%.  This […]

The Importance of Powers of Attorney: A Case Study

Last month, Philip, a client, called our office about his mother Sarah. She had suffered a stroke and was incapable of speaking. He was upset because the doctors would not discuss her medical care issues with him. The reason for his call was that he needed to access Sarah’s money to take care of her […]

The Importance of Building Good Credit

Credit history is one of the most important aspects of a person’s financial life. Your credit history is the driving force behind the ability and cost of obtaining a mortgage to buy a home, financing the purchase of a new car, securing a loan to start a business, or simply obtaining a credit card. A […]

They Will Be Right…Sooner or Later

Hardly a day passes without another market guru predicting an imminent 10% or greater drop in the U.S. equity markets. Take for example the June 30th Yahoo article “Common Sense Says Look Out for a Market Drop.” Yet, in the face of much worry and skepticism coming from the various news outlets, the equity markets […]

While We’re Young!

In the chart “Benefit of Saving Early”, you can see a very valuable lesson is being taught. Much like the quote “While we’re young!” from the movie Caddyshack, you shouldn’t be taking too long in deciding whether it’s a good idea to save money earlier rather than later. Sure it is great to take your […]