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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

Latest Tweet

  • The Dow broke 13000 today; last intraday move above that level was in May 2008. http://t.co/vgRDDtXf
    1 day 8 hours ago.

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

20th Anniversary

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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.

© 2012 Bell Investment Advisors. All Rights Reserved.