INSIGHT
Our insights page is how we communicate our current thoughts and feelings about personal finance.
2022 S&P 500 Predictions
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 and 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
What Issues Should I Consider Before 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®
Market Volatility & Inelastic Markets
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®
The first 100k
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®
October 2021 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®
Harvesting Capital Gains vs. Roth Conversions
Typically, financial advisors recommend deferring income to a later date as a strategy to mitigate taxes.
Alex LaRosa, CFP®
September 2021 Monthly Market Update
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.
Chris Paleologus, CFP®
Financial planning: Clarity, Confidence, Strategies
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®
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®
The 3 Main Stages of Planning for Financial Independence
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®
Investing Post-Pandemic: What to Know
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®
Meme Stocks, Game Theory, and The Prisoner’s Dilemma – AMC Stock, GameStop Stock, Etc.
Fascinating and surreal. This is how I would describe the recent social distortions of long-standing economic principles
Mike Weber, CFP®
IRS Confusing Tax Policy That Could Affect Your Retirement or Future Generations
Fairness and honesty…I think these are things that most of us want in our daily dealings.
