Financial Planning

For years, financial advisors have touted their ability to help clients maximize their wealth. Through vigilant economic analysis, careful investment selection, and timely allocation shifts, advisors looked to add value to their clients’ portfolios and generate excess returns. Traditionally, advisors were money managers first and financial counselors second. A recent study conducted by Morningstar confirms what many of us in the industry already know to be true, clients value personalized advice much higher than portfolio return. 

Dan Levinson, CFP®

Financial Planning, Financial Advisor, Investment Management

Planning for your financial future can be daunting. Many people wonder if hiring a financial advisor is worth the investment. This comprehensive guide explores the ROI of working with a financial advisor, including case studies, market challenges, and the unique benefits they bring to the table.

Alex LaRosa, CFP®

As financial planners, it’s important for us to understand economic conditions and their effect on the investment markets to properly position our clients’ portfolios. An equally important and often overlooked part of our job is managing investor’s emotions. Behavioral Finance is the study of psychological influences and how they affect investor behavior. In this five-part series, we will examine some of the most prevalent biases that we see and how understanding them can help us manage not only our client’s portfolios, but their emotions as well. The first bias that we will examine is Loss Aversion. Loss Aversion is the tendency to prioritize avoid losses over achieving gains.

Alex LaRosa, CFP®

The “great wealth transfer” is underway, with an estimated $70 trillion worth of assets expected to pass from the older generation to the younger over the next two decades. However, despite the anticipation of receiving an inheritance, a staggering 58% of adults feel ill-equipped to handle newfound wealth. In this blog, we provide essential financial tips to help you effectively manage inherited assets and turn this significant windfall into a lasting legacy.

Alex LaRosa, CFP®

Discover eight smart financial decisions to safeguard your future. Set goals, automate savings, review estate plans, consolidate accounts, and more

Alex LaRosa, CFP®

Looking to make a difference on Giving Tuesday? Learn how to maximize your donations with these charitable giving strategies.

 

Jon Sobotkin

Looking for tax management services? Discover tax-efficient wealth management strategies to minimize your tax liability and protect your wealth.

Blue Bell Private Wealth Management

Are you ready to take charge of your financial future and plan for a comfortable retirement? One of the most effective ways to secure your retirement is by understanding and making use of a 401(k) plan.

Blue Bell Private Wealth Management

Retirement – a phase of your life that everyone looks forward to, with expected relaxation, adventure, and the freedom to fully pursue your passions. Yet, getting there demands thoughtful planning and informed decisions to ensure a financially secure retirement.

Blue Bell Private Wealth Management

Coronavirus market turndown

Investing your money is an essential step in reaching your future financial goals. However, navigating the complexities of the financial market can be overwhelming, especially for individuals without investment expertise or those with numerous assets to manage.

Blue Bell Private Wealth Management

In the world of personal finance, there is a phenomenon that holds the power to turn small investments into substantial wealth over time. It’s called compounding growth, and it’s the secret ingredient that can supercharge your financial future. The key to unlocking this magic lies in starting to invest early in life. In this short blog, we’ll explore the wonders of compounding growth and why getting started sooner rather than later is crucial for building a solid financial foundation.

Jon Sobotkin

financial advisor

Hiring a fiduciary financial advisor offers personalized financial planning, expert wealth and investment management, and time-saving convenience. They help navigate financial complexities, optimize returns, and ensure your long-term financial success. Find out if a fiduciary advisor is right for you.

Scott Miller, Jr.

Are you a doctor struggling with student loan debt? Despite being a high-income earner, it can be challenging to make ends meet when a significant portion of your paycheck goes towards student loan payments.

J. Scott Miller

The end of the year is quickly approaching, but there is still plenty of time for financial “cleanup”. Here are a few things you can do to better positions yourself for 2023 and beyond.

Alex LaRosa, CFP®

The Psychology of Financial Planning

Economic research has long assumed that human beings are rational decision makers who optimize their resources based on the information available to them. However, new research continues to uncover evidence that is in fact not the case.

Alex LaRosa, CFP®

Financial Planning

Financial planning can be complex and data intensive. At Blue Bell Private Wealth Management, our business model is simple. We offer two main services: financial planning and investment management on a fee-only basis.

Mike Weber, CFP®

3 Main Stages of Retirement Planning

Whatever stage of life you are in or however old you are, if you want to be financially independent and enjoy one of the greatest phases of modern life,

Mike Weber, CFP®

Each year, the Journal for Financial Planning prepares a compilation of important events and statistics revolving around the topic of personal finance.

Alex LaRosa, CFP®

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.

James Behr Jr

This past weekend, Philly.com published two articles discussing fixed-index annuities and the potential harm they pose to elderly people and savers in genera

James Behr Jr

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.

James Behr Jr

In continuation of our discussion regarding certain money mistakes to avoid at the various stages of your investment life, we will continue with those who are in their 30s.

James Behr Jr

When it comes to money, everyone makes mistakes. Luckily, if you are in your 20s you have plenty of time to recover.

James Behr Jr

In continuation of our discussion about which investment vehicles investors should avoid, we will now focus our attention to alternative investments.

James Behr Jr

In 2015 Congress voted to make Qualified Charitable Distributions (QCD) a permanent part of the tax code.

James Behr Jr

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Access your personal financial planning home page. Your homepage allows you to organize, store, and monitor all your personal financial information, including access to all of your accounts, credit cards, mortgages, insurance, and investments from a wide range of sources.

Access your account information, Blue Bell quarterly reports and commentary as well as Schwab statements and tax documents.

Charles Schwab

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