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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The Fed Should Stop Predicting Future Rate Increases
December 16, 2016

There was no surprise yesterday when the Fed announced a modest 0.25% rate increase, which still leaves intere…


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2016 End-of-Year Actions to Enhance Your Retirement Savings
November 21, 2016

Making contributions to your retirement accounts is guaranteed to strengthen your financial and retirement pla…


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Our Investment Perspective — Stay Calm and Carry On
November 9, 2016

Last night was very unsettling to many Americans. There are many issues in this election, but as your Chief In…


Market Analysis

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Market Analysis – December 2016
January 11, 2017

Expectations are running high for President-Elect Donald Trump and the Republican majority. Nobody k...


Video

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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


Publication

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Knowledge Work: Finding and Funding a College Education
November 3, 2016

For more than a decade now, the US economy has shifted away from manufacturing and toward what the l...

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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