INSIGHT

Have you read our latest wealth management insights?

Insight we share with you

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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Meet the Author's

Chris Paleologus CFP®

Portfolio Manager

Alex LaRosa CFP®

Investment Advisor Representative

Michael Weber, CFP®

Investment Advisor Representative

More Insight Articles

Market Volatility & Inelastic Markets

Mike Weber, CFP®

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.

The first 100k

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.

October Monthly Market Update

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.

Harvesting Capital Gains vs. Roth Conversions

Harvesting Capital Gains vs. Roth Conversions

Alex LaRosa, CFP®

Typically, financial advisors recommend deferring income to a later date as a strategy to mitigate taxes.

September Monthly Market Update

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.

Taxes are a drag: ETF Tax Efficiency vs. Mutual Fund Inefficiency

Mike Weber, CFP®

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.

Financial planning: Clarity, Confidence, Strategies

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.

Donating Appreciated Stock

Donating Appreciated Stock

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.

Investing Post-Pandemic: What to Know

Alex LaRosa, CFP®

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.

IRS Confusing Tax Policy That Could Affect Your Retirement or Future Generations: The New 10-year-Rule for Inherited IRA Distributions

Mike Weber, CFP®

Corrections are normal…and sometimes healthy

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.

New Tax Proposal Summary

Alex LaRosa, CFP®

New tax proposal, housing data, uranium, and more

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