INSIGHT

How Does a 401(k) Plan Work?

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

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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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Videos

Is Now the Right Time For A Roth Conversion?

How Much Should I Have In My 401(k)?

Building Your Retirement Income Plan

Articles

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

Are you a doctor struggling with student loan debt? Despite being a high-income earner, it can be challenging to make ends meet when a significant portion of your paycheck goes towards student loan payments.

J. Scott Miller

401k investment

The Pension Protection Act of 2006 single-handedly created target date funds as a global asset class, one which now commands a 20% to 25% share among public and corporate pension plans. In the United States, more than $2.5 trillion is invested in these types of funds by approximately 40 million people.

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®

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®

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®