Our goal is to help you build positive momentum
for a good life through our three offers:
Investment Management, Financial Planning,
and Career/Life Coaching.
You will find a team of caring professionals
with expertise in Investment Management,
Financial Planning, and Career/Life Coaching.
Our aim is to provide an enriching enviroment in which
to learn and to share ideas that impact out financial goals.
Click here for a list of our events and to watch our video.
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…Learn more »
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…Learn more »
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…Learn more »
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...Read more »
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...Read more »
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...Read more »
Often times too much of a good thing can be bad. I thought of this adage as I sat in the sweltering ...
In this half-hour webinar video learn how you can support the causes you care about and avoid contro
We did something we never really intended to do. Out of the blue, the Oakland Symphony Board posed...
OAKLAND, Calif. September 8, 2016 /PR Newswire/ — Bell Investment Advisors has announced it will be hosting a special wine and cheese reception and seminar…