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 »
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 »
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...Read more »
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...Read more »
Often times too much of a good thing can be bad. I thought of this adage as I sat in the sweltering ...
You could qualify to receive considerably more money from Social Security than...
Since the 2016 presidential campaigns began over a year ago, there has been plenty of talk about wal...
OAKLAND, Calif. September 8, 2016 /PR Newswire/ — Bell Investment Advisors has announced it will be hosting a special wine and cheese reception and seminar…