Bell Investment Advisors Offers Free Oakland Seminar to Help Individuals Better Manage Their Money.Business Editors OAKLAND Oakland, city (1990 pop. 372,242), seat of Alameda co., W Calif., on the eastern side of San Francisco Bay; inc. 1852. Together with San Francisco and San Jose, the city comprises the fourth largest metropolitan area in the United States. , Calif.--(BUSINESS WIRE)--April 20, 2004 Studies show that from 1984 to 2002, the average equity fund investor produced a paltry pal·try adj. pal·tri·er, pal·tri·est 1. Lacking in importance or worth. See Synonyms at trivial. 2. Wretched or contemptible. annual return of only 2.57 percent while the S&P 500 returned 12.22 percent Bell Investment Advisors Investment Advisor 1. A person making investment recommendations in return for a flat fee or percentage of assets managed, known as a commission. 2. For mutual fund companies, it is the individual who has the day-to-day responsibility of investing and monitoring the cash and , a Bay Area professional investment firm, will host a free seminar, "The Value of Professional Investment Management -- How to Get the Investment Performance You Need Today," focusing on strategies for developing a successful money management method which avoids the pitfalls of emotionally-driven investments. The seminar is slated for Tuesday Tuesday: see week. , April 28, 6PM, at Scott's
Scott's can refer to several companies;
Studies by the Boston Boston, town, England Boston, town (1991 pop. 26,495), E central England, on the Witham River. Boston's fame as a port dates from the 13th cent., when it was a Hanseatic port trading wool and wine. Having recovered from a decline in the 18th and 19th cent. research firm, DALBAR, Inc., reveal that individual investors typically buy high and sell low, with the average equity fund investor, from 1984 to 2002, producing an annual return of only 2.57 percent while inflation averaged 3.14 percent and the S&P 500 index returned 12.22 percent. "I see individuals who consistently invest when the market is already high and selling when the market has already fallen," explains Matt King, portfolio manager at Bell Investment Advisors. "They follow a recipe for investment disaster -- if they have any strategy at all. Usually people are too busy making their money to find the time to research how best to put it to work for themselves." Bell's April 28 seminar will offer other strategies for successfully saving and investing money, rather than following a herd mentality Herd mentality describes how people are influenced by their peers to adopt certain behaviors, follow trends, and/or purchase items. Examples of the herd mentality include the early adopters of high technology products such as cell phones and iPods, as well as stock market trends, for investments. Participants will learn ways to avoid the common investment mistakes and how it is possible to make money even if the market stagnates or falls. Says Matt King, "Our aim is to help people take fiscal responsibility as well as attain fiscal capability, so they make more with those hard-earned dollars." The seminar is free and open to the public. For reservations call 1-800-700-0089. Bell Investment Advisors manages assets for clients with a minimum of $250,000 to invest. About Bell Investment Advisors Bell Investment Advisors, Inc. is a professional investment management firm based in Oakland. The firm manages over $140 million in assets and, armed with Bell's proprietary Active Portfolio Enhancement technology, the firm has outperformed the S&P 500 by over 340 percentage points from the firm's inception in 1991 through 2003. For more information call 800-700-0089 or go to www.bellinvest.com. |
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