Blue Bell PWM

5 Questions for your Tax Preparer
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5 Questions for your Tax Preparer

"You don't pay taxes--they take taxes." -Chris Rock Many of you are gathering your W-2s, 1099s, K-1s, and other tax forms in preparation for filing your 2019 tax return. Please…

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Let’s Talk Taxes!
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Let’s Talk Taxes!

There is only one reason why anyone invests their savings, to earn a return on that invested capital. However not all gains are created equal; in fact, two separate investments,…

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New IRS Contribution Limits 2019

As 2018 comes to an end, we like to look back at projections for the S&P 500 index that top Wall St. strategist made for the year and what they are expecting for 2019. The S&P 500 ended the year down 6.24% after one of the worst fourth quarters in history.

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Midterm Madness

Midterm Madness? As this year’s midterm elections quickly approach, both political parties in the U.S. and the U.S. equity markets are facing uncertainty. The elections present the opportunity for Republicans…

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Survivorship Bias

In recent years, professional baseball player Yasiel Puig has served as an inspiration for young athletes yearning to go from “rags to riches.” Puig, a 26 year old migrant from…

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