We have been proudly serving clients as a fee-only fiduciary since our founding in 1991.

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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Are You Saving for Retirement? — Advice for Women
March 28, 2017

A 2016 Survey by GOBankingRates found that 56% of Americans have less than $10,000 saved for retirement. Scary…


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Tax Season Prep: Taxes and More
March 18, 2017

Tax season is upon us, and you may be getting ready to file by the April 18 deadline. Typically, the deadline…


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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…


Market Analysis

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Market Analysis – March 2017
April 4, 2017

In my 35 years as a Financial Advisor, I have never seen a U.S. President capture so much attention ...


Video

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President Trump: The First Sixty Days
April 5, 2017

A discussion of the Trump administration’s actions and policies that are relevant to investors and


Publication

bellinvest publicaion
It’s Not All About Trump!
April 18, 2017

With all of the political drama and turmoil in Washington, it is a good counterpoint that America, E...

Latest News

Bell Supports The Community Through Rebuilding Together Oakland/East Bay.

For two Saturdays every April for the last six years, Bell staff with family and friends and in conjunction with staff from the law firm Wendel Rosen Black & Dean LLP, have volunteered for a labor of love — providing home repair and landscape cleanup for a stressed home in the community. This support is […]

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