Investing

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?

Alex LaRosa, CFP®

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!

Justin Capetola

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.

Blue Bell Private Wealth Management

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

dollar cost averaging

One question I get all the time when markets are as volatile as they have been this year is what should I be doing?

Alex LaRosa, CFP®

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.

Alex LaRosa, CFP®

stock options

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.

Alex LaRosa, CFP®

supporting local businesses

Volatility has certainly increased as investors weigh a strong economy and record earnings versus inflation that is rising faster than anyone would like.

Scott Miller, Jr.

employee stock options

Stock options are a popular way to attract and retain employees by giving them a sense of ownership in the company.

Alex LaRosa, CFP®

S&P 500 image

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.

Alex LaRosa, CFP®

annual returns in intra-year declines

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.

James Behr Jr

prepare your finances for the end of the year

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.

Alex LaRosa, CFP®

Mutual Funds Article

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.

Mike Weber, CFP®

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.

Alex LaRosa, CFP®

Monthly Market Update

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.

Chris Paleologus, CFP®

Mutual Funds Article

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.

Mike Weber, CFP®

Donating Appreciated Stock

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.

Alex LaRosa, CFP®

How the Vaccine Will Help the Economy Recover

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.

Alex LaRosa, CFP®

AMC Stocks | What to Know

Fascinating and surreal. This is how I would describe the recent social distortions of long-standing economic principles

Mike Weber, CFP®

How Marketing Corrections can be a Positive Thing

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.

Alex LaRosa, CFP®

financial advice

This blog may be my favorite one to write during our “age specific” financial advice blogs.

Alex LaRosa, 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®

2021 S&P 500 Predictions

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.

Alex LaRosa, CFP®

Scott Miller, Jr.

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.

Alex LaRosa, CFP®

It is no secret that news of the coronavirus has created mass uncertainly through the stock market.

Alex LaRosa, CFP®

Alex LaRosa, CFP®

Alex LaRosa, CFP®

Alex LaRosa, CFP®

Mutual funds are often the main component of an advisor’s asset allocation because of their instant diversification.

Alex LaRosa, CFP®