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May 21, 2018

Saving or Investing Your Savings

By James Behr Jr

Saving money is the first step when preparing for retirement, and is often the hardest. Once you save your money the next step is to decide what to do with it, this is the most important step. 

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May 16, 2017

Hindsight is 20/20

By James Behr Jr

Amazon, Inc. had its initial public offering (IPO) 20 years ago this past Monday on May 15, 1997 and has grown to become arguably the most disruptive force in the retail and technology space today. The stock price has gained an astounding 36%[...]

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April 12, 2017

5 Common Mistakes Made When Purchasing Closed-End Funds

By James Behr Jr

Closed-end funds (CEFs) are one of the core investments utilized at Blue Bell Private Wealth Management and we think it is necessary to educate people about the mistakes that are often made when purchasing closed-end funds. Below are the five[...]

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March 28, 2017

It's Not Timing the Markets, but Time IN the Markets

By James Behr Jr

Too often investors attempt to time the market and follow media headlines proclaiming the stock market is either headed for new highs or on the verge of a crash. This has been evident over the past few weeks with headlines reading “Dow Volatile[...]

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February 02, 2017

One Reason Why Prices at Your Favorite Restaurant's Prices Keep Rising

By James Behr Jr

Remember a time where McDonald’s dollar menu actually had items that were a dollar? McChickens, chicken nuggets, and cheeseburgers; each of these could be purchased with a single crisp dollar bill.

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December 20, 2016

Year-End Financial Check-Up

By James Behr Jr

As we approach the end of the year there are a few financial moves you can make that will help you manage your savings accounts to ensure you are on the path to retirement. These include decisions you can make to help lower your taxes for the year[...]

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November 29, 2016

Investing & Money in Your 40s

By James Behr Jr

Anyone who is in their 40s and is roughly midway through their career or “work-life” has faced, and hopefully conquered, significant challenges financially and in life and begun focusing on saving for major life events. These can range from the[...]

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November 15, 2016

Investing in Your 30s; The Do's and Don'ts

By James Behr Jr

In continuation of our discussion regarding certain money mistakes to avoid at the various stages of your investment life, we will continue with those who are in their 30s. With an additional decade of working under your belt, more investment[...]

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November 09, 2016

Reaction to the U.S. Presidential Election

By Scott Miller, Jr.

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 to be sure that you are aware we are here to speak with you individually and address any[...]

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November 08, 2016

Investing In Your 20s; The Do's and Don'ts

By James Behr Jr

When it comes to money, everyone makes mistakes. Luckily, if you are in your 20s you have plenty of time to recover. These years can provide you with important lessons for future decisions, and the amount of time you have before retirement can[...]

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