Mutual funds are often the main component of an advisor’s asset allocation because of their instant diversification.
Mutual funds are often the main component of an advisor’s asset allocation because of their instant diversification.
Your online account value may appear lower than reality because of accrued (earned) but unpaid distributions. This does not affect values on your monthly statements because accrued but unpaid distributions are accounted for on them.
Your online account value may appear lower than reality because of accrued (earned) but unpaid distributions.
Closed-end funds (CEFs) are one of the core investments utilized at Blue Bell Private Wealth Management and we think it is necessary to educate people about the mistakes that are often made when purchasing closed-end funds.
Tis the start of the holiday season and along with Thanksgiving, Chanukah and Christmas comes year end Closed-End Fund distributions.
Last week, we discussed the importance of avoiding Equity-Indexed Annuities which give the illusion of principal protection and growth.
Would you ever buy something worth $1 for $1.01 or more?
The question we pose to you may seem too good to be true. You may say, “No one would give me $1 for 85 cents.”
Tis the start of the holiday season, and along with Thanksgiving, Chanukah and Christmas comes year end closed-end fund distributions.
The closed-end funds H&Q Healthcare Investors (HQH) and H&Q Lift Sciences Investors (HQL) recently announced non-transferable rights offerings to each respective fund.
As a client of Blue Bell Private Wealth Management, LLC (“Company”), by selecting the “I Agree” button, I elect to participate in the password-protected access portion of Company Internet web site. I understand that my participation will allow me to review certain investment-related information published by Company and unaffiliated third parties. This password-protected access is made available to clients of Company free of charge. This authorization shall continue until canceled in writing.
I understand that the password-protected section is a secure web site intended only to allow a client access to information relative to his/her/its specific account. I also understand that I will be assigned an individual password. I agree not to share my password with any other person. I hereby release and hold Company harmless from any adverse consequences relative to any failure by me to keep the identity of my password secure.
