Latest publications & other resources from Bell Investment's Financial Advisors.

White Paper

401(k) Plans: What Small Business Owners Should Know

posted: March 23, 2012

Successful business owners are experts in their chosen field. They typically identify and develop...

Video

Strategies for Surviving Volatile Markets

posted: April 18, 2012

What can one do when the stock market acts like a roller coaster? How does one protect against downside risks? Is there opportunity in volatility? We’ll share...

Publication

Shift and Shout - A Book Review

posted: March 15, 2012

Long time champions of Oakland and Piedmont, Dewey and Susan Watson, have written a compelling book about their decision...

Latest News

Bell Investment Advisors Sponsors Oakland East Bay Symphony’s Season Finale

posted: May 10, 2012

Latest Tweet

#Housing starts +2.6% in Apr. 6mo moving avg at highest level since Dec’08. Building activity gaining #momentum. Overweight #homebuilders.

21 hours 8 min ago.

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Building positive momentum in our community for over 20 years, 1991 - 2012

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Bell Investment Advisors is an investment management, financial planning, and career & life coaching firm. Established in 1991, Bell Investment Advisors is located in the San Francisco Bay Area with offices in Oakland and Santa Rosa. Financial advisors, career coaches and other professionals woking at Bell Financial Advisors take a unique momentum-based approach to help their clients achieve their financial and life goals.