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  • Our Services
    • Investment Management
    • Employer-Sponsored Retirement Plans
    • Financial Planning
  • Of Interest
    • Curated Articles
    • Media Coverage
    • The View from Bell Rock
    • Facebook Live Events
  • Who We Are
    • Our Team
    • Investment Philosophy
    • Our Testimonials
  • Contact Us
February 24, 2022

February 24, 2022

  • Post author:Cassandra Toroian
  • Post published:February 24, 2022
  • Post category:Uncategorized

We have been watching the details in the Ukraine unfold, just as you have.  We are not political theorists or commentators, so we are not going to try to give…

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Retire with Peace of Mind

Retire with Peace of Mind

  • Post author:Cassandra Toroian
  • Post published:February 21, 2022
  • Post category:Uncategorized

Thinking About Retirement? Whether you're getting ready to retire, or you’re just getting ahead, here’s what you need to know.As you look ahead to retirement, the idea of no longer…

Continue Reading Retire with Peace of Mind
6 Tax-Efficient Strategies to Keep More of Your Money in Retirement

6 Tax-Efficient Strategies to Keep More of Your Money in Retirement

  • Post author:Cassandra Toroian
  • Post published:February 18, 2022
  • Post category:Uncategorized

Too many retirement-minded individuals focus on profits when what they really should be paying attention to is the bottom line. People need to craft a strategy on how to help…

Continue Reading 6 Tax-Efficient Strategies to Keep More of Your Money in Retirement
5 Life Changes to Tell Your Advisor About

5 Life Changes to Tell Your Advisor About

  • Post author:Cassandra Toroian
  • Post published:February 16, 2022
  • Post category:Uncategorized

The meticulous financial plan your advisor drew up is not Gibraltar, forever solid and unchanging. Altered circumstances require your plan to change, too.  Here are the five life changes you…

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Tips for Financial Wellness: How to Get Organized While Staying at Home

Tips for Financial Wellness: How to Get Organized While Staying at Home

  • Post author:Cassandra Toroian
  • Post published:February 15, 2022
  • Post category:Uncategorized

A New Year, A New Opportunity to Work Toward Your Financial Resolutions For many people, the New Year is a time for personal reflection, a time to consider commitments, andresolutions…

Continue Reading Tips for Financial Wellness: How to Get Organized While Staying at Home
Who Decided for You and Me?

Who Decided for You and Me?

  • Post author:Cassandra Toroian
  • Post published:July 14, 2021
  • Post category:Uncategorized

Over the last few years, the drumbeats have gotten louder by “them” to insist that ESG issues be a focal point for investors. Before we get into our two-sided-coin-look at…

Continue Reading Who Decided for You and Me?

Recent Posts

  • February 24, 2022
  • Retire with Peace of Mind
  • 6 Tax-Efficient Strategies to Keep More of Your Money in Retirement
  • 5 Life Changes to Tell Your Advisor About
  • Tips for Financial Wellness: How to Get Organized While Staying at Home

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  • February 24, 2022 – Bell Rock Capital on February 24, 2022
  • Retire with Peace of Mind – Bell Rock Capital on Retire with Peace of Mind
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  • 5 Life Changes to Tell Your Advisor About – Bell Rock Capital on 5 Life Changes to Tell Your Advisor About
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