SOURCE: Bell Investment Advisors

Bell Investment Advisors

September 11, 2014 11:45 ET

Bell Investment Advisors Offers New White Paper "Finding the Optimal Risk Allocation for Your Retirement Plan -- Are High-Return Investments Too Much of a Good Thing?"

OAKLAND, CA--(Marketwired - Sep 11, 2014) - Bell Investment Advisors, www.bellinvest.com, a Bay Area registered investment advisory firm in Oakland, announced today they are now offering the public a free white paper, "Finding the Optimal Risk Allocation for Your Retirement Plan -- Are High-Return Investments Too Much of a Good Thing?" Bell Investment Advisors regularly offers free white papers and webinars as part of its ongoing educational series.

Drawing from personal experience, philosophical traditions, inverted U-curves, and scholarly research, Matt King, CFA, Chief Investment Officer and Managing Director of the firm, examines the relationship between risk, return and the probability of success of retirement plans.

King explains, "Simply assuming that high-risk/high-reward investments benefit a retirement plan is dangerous thinking and often wrong. Finding the optimal portfolio requires customization and personalization, not one-size-fits-all advice."

To access the free white paper, visit: http://www.bellinvest.com/resource-center/white-paper/optimal-risk-allocation-for-your-retirement-plan

An archive of additional white papers and other resources offered by Bell's financial advisors and occasional guest experts can be found at http://www.bellinvest.com/resource-center/white-papers. Subjects include timely information and research from experts in a variety of fields relevant to achieving personal, professional and business success. 

Bell Investment Advisors is a privately-owned, registered investment advisory firm, managing over $500 million in assets. It is now in its 24th year of business, offering investment management, financial planning and career/life coaching services. Visit www.bellinvest.com.

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