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…
October 11th Market Update
If you watch the news or view your investment accounts daily, you will be aware that yesterday was a tough day for U.S. equity markets. All the major indices were…
Our Insights on the Recent Market Sell-Off
Keep everything in perspective: Monday's headlines were scary if you saw a headline like this: "Dow plunges more than 1,100, largest single-day point drop in history." Everything about that headline is…
The Only Thing We Have to Fear is Fear Itself
The CBOE Volatility Index or “VIX” is an index that measures the market’s expectation of volatility over the next 30 days. The actual computation of the VIX is complicated but…
Wall St. Strategists 2017 S&P 500 Projections
As 2016 has come to an end, we like to take a look back at the projections for the S&P 500 index that top Wall St. strategists made for the…
Reaction to the U.S. Presidential Election
Please do not hesitate to pick up the phone and call or email a member of our team regarding the election results and how it affects your portfolio. We want…
Don’t Be Afraid of Our Periodic Table
(Click to enlarge) The above chart is known as the “Periodic Table of Investments” and illustrates the previous 10 years annual performance of eight different asset classes. The…
Don’t Allow Sensational Media Headlines to Affect Your Retirement Portfolio
“U.S. stocks hammered as Brexit shock rocks markets,” “Worst day in 10 months as Wall Street reacts to Brexit,” and “Brexit Panic – Should You Sell Your Stocks?” are just…
“Brexit” Stage Left
On Thursday the people of the United Kingdom voted in the British Exit Referendum (Brexit) to take United Kingdom out of the European Union to the surprise and disappointment of markets…
The Impact of Rising Rates on You
On June 15th, the U.S. Federal Reserve, commonly referred to as the Fed, made the decision to maintain the federal funds rate of 0.25-0.50%. The Fed cited slow economic growth,…
How Much Could Your Children’s Diploma Cost You in the Future?
Do you or anyone in your family know someone that will be attending college in the future? Do you know that higher education tuition costs have increased faster than all…
Is Your Advisor Working in Your Best Interests?
• Is your advisor prioritizing you? • Are you working with a fiduciary? • Are you working with an advisor that receives compensation for selling financial products? • What…
One investment strategy for greater income and less risk
One of the principles at Blue Bell Private Wealth Management is minimizing risk while achieving reliable investment returns. For investors looking to reduce risk and increase income, covered call option writing may…
2016 Year End S&P 500 Projections
With the bull market entering its seventh year, strategists on Wall Street are expecting another year of gains but with more volatility along the way. Last year market strategists were…
What Happens When the Fed Raises Rates
To move the U.S. economy out of the carnage left from the Great Recession, the Federal Reserve Bank adopted a near zero interest rate policy almost 8 years ago. This…
What if you could reduce the ups and downs of the stock market?
If you are like other investors, you expect to see your investments grow over time. However, along this path to long-term growth, there will be turbulent times that could cause…
2015 Year-End S&P 500 Projections
With the bull market entering its sixth year, strategists on Wall Street are expecting another year of gains but with more volatility along the way. Of the 22 strategists we…
Putting Volatility in Perspective
27 Years ago today... You were probably grooving to the sweet sounds of Whitney Houston's, I Wanna Dance with Somebody (Who Loves Me), while... The market was crashing, struggling through…
3rd Quarter Market Recap
In our January newsletter, we wrote about the numerous market prognosticators predicting an “Imminent 10% decline in the US equity markets.” Another quarter has passed without the equity markets suffering…
Riding the Stock Market Roller Coaster
For many investors, successfully investing in the stock market can be akin to children conquering their fear of a massive roller coaster. Watching the ride from afar and seeing other…
As January Goes, So Goes the Market
You may have heard of the January barometer, which hypothesizes that the movement of the S&P 500 during the month of January sets the stock market’s direction for the year. …
