Blue Bell PWM

Mayday, Mayday

Prior to 1975, investors were charged a fixed commission on every transaction. It didn’t matter if you were an individual buying 100 shares of stock…

Why Investors Lose Money

“The four most dangerous words in investing are ‘This time it’s different.’” —John Templeton According to the 2016 Dalbar Quantitative Analysis of Investor Behavior (QAIB),…

The Yin Yang of Closed End Funds

Closed end funds (CEFs) are one of the more enigmatic investment vehicles. The CEF universe is a small one when compared to that of open-end…
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