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

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

posted: 15 September 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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Bond Market Outlook and Strategy 2016

posted: 18 August 2016

In our last blog we shared an overview of our current thinking about the economy and the stock market this year. Here we will share our thoughts on the bond market. As always, please feel free to shar...

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Economic and Stock Market Overview 2016

posted: 9 August 2016

As we enter the middle of the third quarter of 2016, we thought we’d share an overview of our current thinking about the economy and the stock market this year. Our next blog will address the bond m...

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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?
posted: 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 ...


Video

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How Recent Social Security Changes May Affect You
posted: March 30, 2016

You could qualify to receive considerably more money from Social Security than...


Publication

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The Year of the Wall
posted: July 1, 2016

Since the 2016 presidential campaigns began over a year ago, there has been plenty of talk about wal...

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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