Our goal is to help you make a good life happen, whatever you say that is, through our three services, Investment Management, Financial Planning, and Career/Life Coaching.
You will find a warm, closely-knit team of professionals with expertise in Investment Management, Financial Planning, and Career/Life Coaching.
at Bell is a learning cooperative for and by women.
Our aim is to provide an enriching enviroment in which to learn and to share ideas that impact out financial goals.
Click here for a list of our events and to watch our video.
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…More About Investing »
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…Learn More »
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…Find Out More »
As you no doubt know, the credit reporting agency Equifax recently reported a major cyber security breach. The…
Many of the headlines in the news about brick and mortar retail suggest this method of spending is becoming ex…
September Surprise! On average, September is the worst month of the year for stock market performanc...
A discussion of the Trump administration’s actions and policies that are relevant to investors and
By no means am I an authentic basketball fan. For example, I do not under-stand a pick and roll. But...
Identity repair available to Bell clients since 2014 Increasingly we hear stories and see headlines of data system breaches, identity theft and the high cost of credit and identity theft restoration. In our continuing effort to provide additional value to our clients, we were pleased to announce a partnership with AllClear ID in October 2014 […]