INSIGHT

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.

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®

Mutual Funds Article

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

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®

Mutual Funds Article

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

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.

Mike Weber, CFP®

2021 Mid Year Market Update

Chris Paleologus, CFP®

Financial Planning

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

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®

3 Main Stages of Retirement Planning

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®

How the Vaccine Will Help the Economy Recover

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®

AMC Stocks | What to Know

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.

Mike Weber, CFP®