Belleair Asset Management

08/31/2023

Have a safe and enjoyable Labor Day weekend! You deserve it!

08/17/2023

It's National Non-profit Day. We've learned about many non-profits over the years that our clients support. What's one of the non-profit organizations that you like?

05/29/2023

This weekend we remember those who sacrificed all to keep our country safe.

05/24/2023

Once investors choose to invest internationally, the next question is what is the right amount of international diversification? This video shares the principles for determining an optimal equity allocation split, the cyclical nature of these investments, current valuations and the long-term forecast.

Once investors choose to invest internationally, the next question is what is the right amount of international diversification?

05/17/2023

Although geopolitical risks can be worrying, we believe there is no reason for investors to react to the latest news. In fact, investing in foreign companies remains a key diversification strategy. Find out why having international investments in your portfolio is beneficial.

Find out why having international investments in your portfolio is beneficial.

05/12/2023

With grateful hearts we celebrate the mothers of the world this weekend.

05/03/2023

Even if the current market isn’t considered optimal for buyers, it may still be the right time for you. Read about key planning considerations when deciding if you are ready to take the path toward homeownership.

Read about key planning considerations when deciding if you are ready to take the path toward homeownership.

04/21/2023

The arithmetic of active management is a simple investment concept that can be used to enhance portfolio performance. This episode explores this idea, explains the two types of investors, and shares the possible costs of active management.

The arithmetic of active management is a simple investment concept that can be used to enhance portfolio performance.

04/14/2023

While 529 plans are a popular way to save for college education expenses, here are more options that may benefit both students and parents from a tax standpoint.

While 529 plans are a popular way to save for college education expenses, here are more options that may benefit both students and parents from a tax standpoint.

04/12/2023

The strong emotions associated with the death of a spouse can become even more amplified by the overwhelming host of financial issues that need to be addressed. Where does one start?

The strong emotions associated with the death of a spouse can become even more amplified by the overwhelming host of financial issues that need to be addressed. Where does one start?

04/09/2023

To all who celebrate 🌷

04/07/2023

Misdirected checks, unauthorized credit card usage and fake invoices are among several risks that small business owners should be aware of when reviewing their finances.

Misdirected checks, unauthorized credit card usage and fake invoices are among several risks that small business owners should be aware of when reviewing their finances.