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

Market Analysis – November 2016

December 5, 2016

Before the November 8 election, the strength of the US economy was well established, as demonstrated by the upward revision of Q3 growth (due to strong consumer spending) from 2.9% to 3.2% annualized....

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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 plan. This year December 31 is on a Saturday, which means you should be planning those 2016 c...

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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 Investment Officer, I am focused on your money and your investments: 1. We do well when we s...

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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 ...


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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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 t...

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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