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      • Article: Jim and Bonnie Bell Making a Good Life Happen for Themselves: Tea House for Two
      • Bell Investment Advisors Sponsors Symphony Season Finale, Ode to Joy
      • Bell Sponsors OEBS American Masterworks Series Concert May 13, 2011
      • Bonnie Bell’s Career and Life Coaching Blog – Now Live
      • Jim Bell Reigns at Piedmont East Bay Children's Choir Gala
      • Upcoming Webinar & Seminar scheduled for January 19, 2011: Asia in the Next Decade
      • Bell Investment Advisors Adds Marivic Hammond as Investment Advisor
      • Bell Investment Advisors President James Bell, CFP® Wins Arts Leadership Award
      • Bell Investment Advisors Sponsors Festival Opera’s Performance of The Most Happy Fella
      • Bell Investment Advisors Sponsors Oakland East Bay Symphony’s American Masterworks Series
      • Bell Investment Advisors Supports Festival Opera’s 20th Anniversary Season Summer Performances
      • Rebuilding Together Oakland & Bell Investment Advisors
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      • Webinar: Personal Umbrella Insurance: An Asset Preservation Tool
      • Webinar - Bonds: Is it Too Late to Buy2?
      • Webinar: Asia in the Next Decade
      • Wills and Trusts: Tales from the Trenches
      • Webinar: Building Momentum Through Financial Planning
      • Webinar: Investing in Gold
      • Webinar: Last-Minute Strategies for 2010 and a Look Forward to 2011
      • Webinar: Momentum For Life
      • Workshop: Making a Good Life Happen
      • 2011 Year-End Tax Planning
      • Bhutan: Integrating the Spiritual and Material
      • Investing in the New Normal
      • Making a Good Life Happen in Retirement
      • Making a Good Life Happen: the Lunch
      • Making a Good Life Happen: the Lunch
      • Managing Your Cash Reserves in a No-Yield Environment
      • Strategies for Surviving Volatile Markets
      • The Logistics of Retirement
      • What About Coaching for High Performance?
      • Why Education Planning Should Be Part of Your Financial Plan
      • Year-End Review and 2012 Preview
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      • Is a Roth IRA Conversion Right for You?
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      • Bonds: Is It Too Late to Buy? Part 1
      • Wills and Trusts: Highlighting the Facts, Dispelling the Myths
      • How the New Health Care Bill Will Impact Your Investments
      • Preparing for a Comfortable Retirement
      • Ask Us Anything - Q & A
      • Building Momentum Toward a Good Life
      • Annual Review and Looking Forward
      • Getting to Know Bonds
      • Asia in the Next Decade
      • Bonds: Is It Too Late to Buy?
      • Building Momentum Through Financial Planning
      • Last-Minute Strategies for 2010 and a Look Forward to 2011
      • Momentum For Life
      • The Logistics of Retirement
      • Wills and Trusts: Tales from the Trenches
      • Year-End Review and 2012 Preview
    • Publications
      • Be Complete!
      • Be Complete!
      • Last Minute Tax Tips for Investors
      • MAKING A GOOD LIFE HAPPEN - What’s Your Story?
      • Making a Good Life Happen - How to Keep Success in Succession
      • Making a Good Life Happen - Are You On Track?
      • Making a Good Life Happen - Are You On Track?
      • Making a Good Life Happen - Fear and Love at Christmastime
      • Making a Good Life Happen - Fear and Love at Christmastime
      • Making a Good Life Happen - Good News/Bad News
      • Making a Good Life Happen - How Can a Financial Planner Help?
      • Making a Good Life Happen - How Did I Get Here? (Part I)
      • Making a Good Life Happen - How Did I Get Here? (Part II)
      • Making a Good Life Happen - How Did I Get Here? (Part III)
      • Making a Good Life Happen - How to Be Resilient, Part One
      • Making a Good Life Happen - How to Be Resilient, Part Two
      • Making a Good Life Happen - How to Be Resilient, Part Two
      • Making a Good Life Happen - How to Follow Your Passion When You Don’t Know What It Is
      • Making a Good Life Happen - Predicting vs. Planning
      • Making a Good Life Happen - Re-creation: A Better Way to Think About Retirement
      • Making a Good Life Happen - Resolutions True or False?
      • Making a Good Life Happen - Spring Ahead, Don’t Fall All the Way Back
      • Making a Good Life Happen - Spring Ahead, Don’t Fall All the Way Back
      • Making a Good Life Happen - Teddy, We Hardly Knew Ye
      • Making a Good Life Happen - The Heroic Option
      • Making a Good Life Happen - The Old (Financial) Ways Were Better
      • Making a Good Life Happen - The Persistence of Savers and Investors
      • Making a Good Life Happen - The Value of Failure
      • Making a Good Life Happen - What Can a Career/Life Coach Possibly Do for Me?
      • Making a Good Life Happen - Winemaking and Investment Management
      • Making a Good Life Happen Are you Clear About Clarity?
      • Making a Good Life Happen Business & Parenthood
      • Sell in May and go away? Not when cash doesn’t pay.
      • Stress Testing
      • Why investors are flocking to gold
      • Your Personal Fortune
    • Podcasts
      • Making a Good Life Happen in Retirement (Part 2)
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  • The Opening Bell
    • Current
      • Emerging Markets and Conservative Portfolios— Two Peas in a Pod?
      • To Dip or Double-Dip? . . . That is the Question.
      • The Risk of Impatience
      • A Moral Dilemma
      • It’s Tough to Make Predictions. . . Especially About the Future
      • What About the Value of Your Less Tangible Assets?
      • A Cure for What Doesn’t Ail Us
      • A Different Kind of Double Dipping
      • Bye Bye Corporate American Pie
      • Careering
      • Financial Planning as a Career Asset
      • How to Keep Success in Succession
      • Is It All About Balance? Or Something Else?
      • Jobs, Jobs, Jobs
      • Momentum for Life
      • Off Balance, On Purpose
      • Predicting vs. Planning
      • Re-Creation: A Better Way to Think About Retirement
      • The Cost of Liquidity
      • The Importance of Persistent Saving and Investing
      • The Perfect Invitation
    • Archive
      • Opening Bell Volume 21, No. 4, October 2011

White Paper

Momentum Investing: How to Gauge the Market’s Opinion of the Future

Over the summer, with the debt ceiling impasse in full swing, our firm received lots of questions...

Video

Making a Good Life Happen in Retirement

Join us for an opportunity to learn about our firm’s core philosophy, “Making a Good Life Happen”, and how it relates to retirement…

Publication

Be Complete!

Bonnie and I had the pleasure of traveling to San Diego between Christmas and the New Year. We arrived just in time to take the trolley to the Holiday Bowl...

Latest News

Bell Investment Advisors Adds Marivic Hammond as Investment Advisor
posted: November 16, 2011

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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.

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