Investing can be a powerful tool for building wealth over time. One key concept every investor should understand is capital gains. This term frequently appears in discussions about investments, taxes, and financial planning, but what exactly are capital gains, and how can they impact your financial strategy?
We are excited to announce that Blue Bell Private Wealth Management has been honored as a 2023 Top 10 Financial Risk Management Services Provider by Financial Services Review!
To my valued clients,
As I sit down to write this Thanksgiving letter, which I’ve done for over 40 years, my heart is filled with gratitude, and I want to kick things off by wishing all of you a joyous and healthy Thanksgiving overflowing with happiness. You see, I consider myself one of the luckiest individuals in the world. From a very young age, I chose a career that has not only been immensely fulfilling but has also been a source of unending happiness.
Looking for tax management services? Discover tax-efficient wealth management strategies to minimize your tax liability and protect your wealth.
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.
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.
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.
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.
One question I get all the time when markets are as volatile as they have been this year is what should I be doing?
Risk management plays a significant role in investing. Proper risk management should lead to portfolio construction that is based on the investor’s unique personal profile.
Last week, we discussed the two different types of employee stock options (NSO’s and ISO’s), which if you missed you can read here.
Volatility has certainly increased as investors weigh a strong economy and record earnings versus inflation that is rising faster than anyone would like.
Stock options are a popular way to attract and retain employees by giving them a sense of ownership in the company.
Every year, Wall Streets’s top strategist make a call of where they think the S&P 500 will finish. We wanted to share a summary of some of these target prices for 2022 and the strategist reasoning for it.
Over the past 120 years, the stock market has historically trended upwards, except 1929-1939, during the Great Depression. But throughout a given year, significant drawdowns are standard.
While 2022 is quickly approaching there is still time to sit down and ensure that you are making the most of your 2021 planning opportunities.
After the severe impact of the 2008 Financial Crisis began to resolve over the follow decade, I began to anecdotally feel that something felt different about the market’s overall behavior.
Getting started in investing can be a slow and painful grind. It the beginning, it doesn’t even really matter how good at investing you are because the truly hard part is saving the excess cash to invest.
September has lived up to its reputation as the worst month for the stock market. The S&P finished down -4.65% for the month. Since 1945, the S&P 500 has averaged a -.56% decline.
The first Exchange Traded Fund (ETF) was listed on the American Stock Exchange (Amex) in 1993 creating a new investor revolution and a big win for all investors.
I wanted to blog about this topic because of a recent discussion I had with one of our clients. The client wished to make a large donation to a charitable organization.
With vaccine rollouts having such great success in the US, it is time to start thinking about going back to life as it was, as we regain a sense of normalcy.
Fascinating and surreal. This is how I would describe the recent social distortions of long-standing economic principles
A market correction is defined as a drop in stock prices of 10% or more from their most recent peaks. If prices drop 20% or more then it is referred to as a bear market.
This blog may be my favorite one to write during our “age specific” financial advice blogs.
Each year, the Journal for Financial Planning prepares a compilation of important events and statistics revolving around the topic of personal finance.
Every year we like to compile the S&P 500 predictions from various Wall Street analysts. Below is a chart with each strategist’s prediction for 2021 as well as their prediction from 2020.
The Coronavirus Aid, Relief, and Economic Security Act (CARES Act) was approved by the U.S. Senate and is expected to be approved by House and signed into law.
It is no secret that news of the coronavirus has created mass uncertainly through the stock market.
Mutual funds are often the main component of an advisor’s asset allocation because of their instant diversification.
A new craze is sweeping across the U.S. following the introduction of new plant-based burgers from both Beyond Meat and Impossible Foods.
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.
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.
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.
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.
Tis the start of the holiday season and along with Thanksgiving, Chanukah and Christmas comes year end Closed-End Fund distributions.
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.
When it comes to money, everyone makes mistakes. Luckily, if you are in your 20s you have plenty of time to recover.
In continuation of our discussion about which investment vehicles investors should avoid, we will now focus our attention to alternative investments.
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.”
Are your retirement savings invested in the best type of account for you?
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.
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