Investment Management

Momentum is inherent in financial markets. Trends persist, both up and down, often for years at a time. That is why it is a core component of our investing process and the core of the two of our three investment management strategies…

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Financial Planning

Our strategy for financial planning echoes our momentum-based investment strategy. We use quantitative technology and qualitative analysis to arrive at a workable plan that is uniquely yours. Our personal financial planners and investment…

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Career/Life Coaching

The questions of momentum-based investing and financial planning are inherent in career development as well: What's working? What's not? What now? We believe that your career should be considered one of your most important…

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Momentum: Finance Blog

Qualified Charitable Distributions from IRAs

October 13, 2016

If you are age 70 ½ or older and have money in an IRA account, you must, as you may know, take a “required minimum distribution” or RMD from your account (excluding Roth IRAs). Not doing so can r...

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Market Analysis – September 2016

October 10, 2016

The decision by the Federal Reserve at their September meeting to not raise interest rates brought some sunshine to the market. Financial and Technology stocks performed well in the third quarter. Thi...

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A New Savings Plan to Help the Disabled Attend College: 529A

September 15, 2016

Millions of students will enroll in college this year, many using money from a 529 tax-advantaged savings plan to help defray the ever-growing cost of higher education. These plans have been in existe...

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White Paper

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Finding the Optimal Risk Allocation for Your Retirement Plan—Are High-Return Investments Too Much of a Good Thing?
September 1, 2014

Often times too much of a good thing can be bad. I thought of this adage as I sat in the sweltering ...


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SOCIAL IMPACT INVESTING: Promoting Positive Change Within Your Portfolio
September 28, 2016

In this half-hour webinar video learn how you can support the causes you care about and avoid contro


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What We Did on Our Summer Vacation
October 27, 2016

We did something we never really intended to do. Out of the blue, the Oakland Symphony Board posed...

Latest News

Bell Investment Advisors Hosts Oakland Evening Event, “TELL ME SOMETHING GOOD: Discovering positive social impact in Oakland and in your investment portfolio”

OAKLAND, Calif. September 8, 2016 /PR Newswire/ — Bell Investment Advisors has announced it will be hosting a special wine and cheese reception and seminar…


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