Mike Weber, CFP®
October 25, 2021
Insight we share with you
Our insights page is how we communicate our current thoughts and feelings about personal finance.
Share on facebook
Share on linkedin
Share on email
Meet the Author's
Chris Paleologus CFP®
Portfolio Manager
Alex LaRosa CFP®
Investment Advisor Representative
Michael Weber, CFP®
Investment Advisor Representative
More Insight Articles
Financial Planning
Mike Weber, CFP®
Stock Market Updates | Montgomery County, PA | Blue Bell PWM
Mike Weber, CFP®
Retirement Planning
Mike Weber, CFP®
Chris Paleologus, CFP®
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.
Alex LaRosa, CFP®
Typically, financial advisors recommend deferring income to a later date as a strategy to mitigate taxes.
Chris Paleologus, CFP®
So far this year there has been a lot to be positive about from an economic perspective. Record amounts of monetary and fiscal stimulus has led to record consumer savings and wealth.
Mike Weber, CFP®
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.
Alex LaRosa, CFP®
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.
Meme Stocks, Game Theory, and The Prisoner’s Dilemma – AMC Stock, GameStop Stock, Etc.
Mike Weber, CFP®
IRS Confusing Tax Policy That Could Affect Your Retirement or Future Generations: The New 10-year-Rule for Inherited IRA Distributions
Mike Weber, CFP®
Alex LaRosa, CFP®
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.
