Bell Investment Advisors Offers Free Seminar to Help Individuals Better Manage Their Money.Business Editors/Finance Writers 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)--Jan. 23, 2004 Emotional Investing Can Lead to Investment Heartache; Individual Investors in Last 10 Years Lose 21 Percent While S&P 500 Surges 145 Percent According to according to prep. 1. As stated or indicated by; on the authority of: according to historians. 2. In keeping with: according to instructions. 3. a study 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., individual investors tend to buy into the stock market when the market is up and sell when it is down -- essentially buying high and selling low. DALBAR research demonstrates that over the last 10 years individual investors have lost 21 percent while the S&P 500 gained 145 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 , an Oakland professional investment firm, will host a free seminar, "The Value of Professional Investment Management," focusing on how to avoid the pitfalls of emotion-driven individual investment strategies. The seminar is slated for Wed, Jan 28, 6PM, at Scott's
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"We have found that individuals tend to invest when the market is looking good and that's typically when stocks are on the rise and getting more expensive," explains Matt King, portfolio manager at Bell Investment Advisors. "And it's it's 1. Contraction of it is. 2. Contraction of it has. See Usage Note at its. it's it is or it has it's be ~have when the market is dropping that individuals tend to sell off shares. Essentially this is buying high and selling low and it is a recipe for financial disaster." Bell's January 28 seminar is designed to help individuals who fall into this investment strategy pattern by explaining other approaches, ways to avoid falling into the "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, " trap, and how it is possible to make money even if the market stagnates or falls. "Even investors who do Morningstar research find that their research strategy only measures past performance and, in fact, some of the worst funds in 1995 actually outperformed the best-rated funds over the next six years," says King. "Our aim is to help people take fiscal responsibility as well as attain fiscal capability so they can hang on to their savings and make more with those hard-earned dollars." About Bell Investment Advisors Bell Investment Advisors is a professional investment management firm based in Oakland. The firm manages $120 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 or reservations for the seminar, call 800-700-0089 or go to www.bellinvest.com. |
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