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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Where to Stash Your Cash
January 24, 2017

Especially in uncertain times, it’s a good idea to hold some amount of your savings in cash. A good rule of…


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The Fed Should Stop Predicting Future Rate Increases
December 16, 2016

There was no surprise yesterday when the Fed announced a modest 0.25% rate increase, which still leaves intere…


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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 pla…


Market Analysis

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Our Market Analysis for January 2017
February 2, 2017

Although still positive for the month, the so called Trump Rally took a breather in January. There i...


Video

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Year-End Review and 2017 Preview
January 24, 2017

The presenters review the market activity and the economic events of 2016, as well as preview what 2


Publication

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Don’t Pay Attention to Predictions
January 24, 2017

2016 was a horrible year for professional predictors, forecasters, fortune tellers, and pollsters. 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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