Bell & Valente Wealth Services

Thinking about opening or contributing to a Roth IRA? Learn more about the benefits of this type of retirement account and your possible eligibility to contribute.

Why contribute to a Roth IRA? www.raymondjames.com

It's shaping up to be a busy day before the markets take a breather for Good Friday, said Mike Gibbs, Director of Equity Portfolio and Technical Strategy.

Morning Brew: April 14, 2022 www.raymondjames.com

CIO Larry Adam and other key Raymond James strategists offer investor guidance in the face of escalating Russia/Ukraine tensions. Listen here:

Webinar Replay - Russian and Ukraine: On the Edge www.raymondjames.com

A concentrated stock position can add unnecessary risk. There are several strategies that can be used to diversify. How can we help?

Investment advice is only the tip of the iceberg; 90% of what we do lies under the surface.

Year by year, your financial situation evolves, as does the world around us. Shouldn't your financial strategy evolve as well?

Puzzled about inflation? We're here to help it make sense.

Running a business is a marathon, not a sprint.

There's no need to dread conversations about your financial future. They can be fun, help you make the right choices, and give you peace of mind that you're headed in the right direction.

Investing is a great start, but when it comes time for retirement, you'll also need an income strategy. Luckily, that's an area where we can help.

When it comes to finances, there's no one-size-fits-all approach.

Over time, through smart saving and investing, it's common to have a variety of investments, but are they all working together? It never hurts to have a second set of eyes. Let us know if we can help.