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INSIGHT

Trade Policy and Market Turbulence: Are We Repeating the Past?

As markets grapple with the Trump administration’s latest tariffs, a familiar unease has emerged among investors. The parallels between today’s economic landscape and the turmoil of 2018 are striking. While the future remains uncertain, market volatility has historically presented opportunities for disciplined investors. At Blue Bell Private Wealth Management, we believe understanding these cycles empowers us to make more informed decisions amid uncertainty. 

Scott Miller, Jr.

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Our insights page is how we communicate our current thoughts and feelings about personal finance.  We regularly post about market trends, investment strategies, retirement planning, and social security in an easy to digest blog format.

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Articles

Important Yearly Reminder: Maximize Your Retirement Contributions

Important Yearly Reminder: Maximize Your Retirement Contributions
Justin Capetola
Justin Capetola

Costly Financial Planning Mistakes High Earners Make 

Alex LaRosa, CFP®
Alex LaRosa, CFP®

New “Super Catch-Up” Contributions for people between 60-63 in 2025

New “Super Catch-Up” Contributions for people between 60-63 in 2025
Alex LaRosa, CFP®
Alex LaRosa, CFP®

Wall Street Bank 2025 S&P 500 Year End “Guesses” Who do you listen to?

Scott Miller, Jr.
Scott Miller, Jr.

Market Predictions vs. Reality: Why a Trusted Partner Matters More Than Expert Opinions

Market Predictions vs. Reality: Why a Trusted Partner Matters More Than Expert Opinions
Scott Miller, Jr.
Scott Miller, Jr.

Giving Tuesday: How to Maximize the Impact of Your Donations 

Scott Miller, Jr.
Scott Miller, Jr.

Thanksgiving 2024 Letter

J. Scott Miller
J. Scott Miller

The True Value of Financial Advice: It’s Not Just About the Money 

The True Value of Financial Advice: It’s Not Just About the Money 
Dan Levinson, CFP®
Dan Levinson, CFP®

The ABCs of Closed-End Funds

The ABCs of Closed-End Funds
Jon Sobotkin
Jon Sobotkin
Volatile Markets

Monday Morning Market Thoughts: Navigating volatile markets with a wise-mind mentality

Withstanding Market Volatility
Dan Levinson, CFP®
Dan Levinson, CFP®
Tax-free growth with Roth IRA illustration

Unlocking Wealth: A Comprehensive Guide to Roth IRA Strategies for Millennials

Unlocking Wealth: A Comprehensive Guide to Roth IRA Strategies for Millennials
Alex LaRosa, CFP®
Alex LaRosa, CFP®
Tax planning is the long-term approach to paying the least amount of owed taxes over a lifetime

Tax Planning: The Ultimate Guide

Tax Planning
Alex LaRosa, CFP®
Alex LaRosa, CFP®
Financial Planning, Financial Advisor, Investment Management

Is Financial Planning Worth It? The ROI of Working with a Financial Advisor

Financial Planning, Financial Advisor, Investment Management
Alex LaRosa, CFP®
Alex LaRosa, CFP®

Behavioral Financial Planning: Loss Aversion Part 1

Alex LaRosa, CFP®
Alex LaRosa, CFP®

Philadelphia Union Honor Blue Bell PWM Partner, Jon Sobotkin

Justin Capetola
Justin Capetola

Capital Gains: A Comprehensive Guide

Capital Gains: A Comprehensive Guide
Alex LaRosa, CFP®
Alex LaRosa, CFP®

Donor Advised funds (Part two)

Alex LaRosa, CFP®
Alex LaRosa, CFP®

Donor Advised Funds (Part 1)

Donor Advised Funds (Part 1)
Alex LaRosa, CFP®
Alex LaRosa, CFP®

Boaz Weinstein’s Saba Capital: The Opportunistic David vs. Goliath in Closed-End Funds

Scott Miller, Jr.
Scott Miller, Jr.

Does your work retirement plan offer a mega backdoor option?

Does your work retirement plan offer a mega backdoor option?
Scott Miller, Jr.
Scott Miller, Jr.

Don’t Forget About Your IRA Contribution

Don’t Forget About Your IRA Contribution
Justin Capetola
Justin Capetola

Tax Time Tips

Tax Time Tips
Alex LaRosa, CFP®
Alex LaRosa, CFP®

2023 Top 10 Financial Risk Management Service Provider

Justin Capetola
Justin Capetola

Maximizing the Great Wealth Transfer: A Comprehensive Guide to Handling Inherited Assets

Maximizing the Great Wealth Transfer: A Comprehensive Guide to Handling Inherited Assets
Alex LaRosa, CFP®
Alex LaRosa, CFP®

Unveiling the Power of Solo 401(k)s and Roth Solo 401(k)s: A Comprehensive Guide 

Unveiling the Power of Solo 401(k)s and Roth Solo 401(k)s: A Comprehensive Guide 
Alex LaRosa, CFP®
Alex LaRosa, CFP®

A Christmas Carol – Philanthropy through Advanced Financial Planning

Scott Miller, Jr.
Scott Miller, Jr.

2024 “Wall Street Experts” Stock market predictions

2024 “Wall Street Experts” Stock market predictions
Alex LaRosa, CFP®
Alex LaRosa, CFP®

Financial Planning: Eight Tips to Safeguard Your Financial Future

Financial Planning: Eight Tips to Safeguard Your Financial Future
Alex LaRosa, CFP®
Alex LaRosa, CFP®

Giving Tuesday: How to Maximize the Impact of Your Donations

Jon Sobotkin
Jon Sobotkin

Thanksgiving 2023 Letter

Blue Bell Private Wealth Management
Blue Bell Private Wealth Management
financial advisor

Tax Management Services: Take Control of Your Taxes and Save Money

Tax Management Services: Take Control of Your Taxes and Save Money
Blue Bell Private Wealth Management
Blue Bell Private Wealth Management
financial advisor

How Does a 401(k) Plan Work?

How Does a 401(k) Plan Work?
Blue Bell Private Wealth Management
Blue Bell Private Wealth Management
financial advisor

What to Consider for Retirement Planning

What to Consider for Retirement Planning
Blue Bell Private Wealth Management
Blue Bell Private Wealth Management
financial advisor

Guide to Investment Management Services

Guide to Investment Management Services
Blue Bell Private Wealth Management
Blue Bell Private Wealth Management

The Magic of Compounding Growth: Start Investing Early!

Jon Sobotkin
Jon Sobotkin
financial advisor

Benefits of Hiring a Financial Advisor That Works as a Fiduciary

Benefits of Hiring a Financial Advisor That Works as a Fiduciary
Scott Miller, Jr.
Scott Miller, Jr.

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