Risk & Return
Understanding What's at Stake
Did you know that living a long life can be an investment risk? Matt King, CFA, our Chief Investment Officer, speaks on the importance of a few percentage points of return over a lifetime and makes the case for keeping an eye on longevity risk.

Career Evolution
How to Work Your Chief Financial Asset
Have you ever thought of your career as a financial asset? Well it is. Bonnie Bell, Principal and Manager of Career/Life Planning, points out the value of career at any stage in life and how it can lead to your ultimate fulfillment.

©2008 Bell Investment Advisors, Inc.