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October 31, 2018

Happy Halloween!

By Alex LaRosa

Today is Halloween, but there is more to fear than monsters and ghosts. Here are three scary retirement numbers from The Motley Fool that are keeping Americans awake at night.

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June 05, 2018

Starting Your First Job? 4 Steps to Getting Off on Right Path Financially

By James Behr Jr

So you’ve finally landed your first full time job? Congratulations on reaching a major milestone! What comes next? Here are a few steps that will help start you on the right path financially:

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July 18, 2017

Self Employed Retirement Plans: You Have Options!

By James Behr Jr

 

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June 23, 2017

The Death of "Death Taxes" in New Jersey

By Scott Miller, Jr.

On October 14, 2016, Governor Chris Christie enacted a new law that will dramatically change the role of “death taxes” in New Jersey. “Death taxes” refer to estate and inheritance tax, which are incurred by heirs following the death of a[...]

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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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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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March 21, 2017

Plan Now for Less Pain Later

By James Behr Jr

Whether you are approaching retirement or still in the height of your working years, it is always a good idea to review your estate plan and named beneficiaries on accounts. We have discussed in the past the benefits of doing such here and here.[...]

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March 08, 2017

Don't Let Annuities Eat You Alive

By James Behr Jr

This past weekend, Philly.com published two articles discussing fixed-index annuities and the potential harm they pose to elderly people and savers in general. Both articles can be found here and here and we highly recommend everyone read them. We[...]

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February 13, 2017

Trump Signs to Delay Fiduciary Rule. What does this mean for investors and investment professionals?

By James Behr Jr

Blue Bell Private Wealth Management always has and always will be a fiduciary.

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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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