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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What is Relevant About the New Tax Law? Part 4: MORTGAGE INTEREST
July 25, 2018

Under the new tax law effective in 2018, can you claim your home mortgage interest as a deduction? Would you s…


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What is Most Relevant About the New Tax Law? Part 3: EDUCATION – EXPANSION OF THE 529 PLAN
May 9, 2018

Since the creation under the Small Business Protection Act of 1996, 529 accounts have allowed savers to contri…


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Forget the Diet. Take a Walk!
August 8, 2018

I’m older than most of my readers, so don’t write me off as some young thing with an abundance of energy bursting forth from my youth. I’m proba...


Market Analysis

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The U.S. Economy is Very Strong (8/2/2018 analysis)
August 2, 2018

For the second quarter (Q2) of 2018, U.S. gross domestic product (GDP) grew by an annualized rate of...


Video

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Is This as Good as It’s Going to Get?
June 27, 2018

Join us for our quarterly Investment Committee Update online webinar.


Publication

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American Consumers Get Great Deals from the Trade Deficit
July 23, 2018

In 2017 investors benefited from an unusually non-volatile market with consistent growth, but 2018 h...

Latest News

NorCal Conference Inspires

Every year, representatives of the Bell Investment Advisors financial planning staff attend the Financial Planning Association NorCal Conference in San Francisco as part of a continuing desire to maintain the highest standards of excellence in Bell’s financial planning practices, as well as to pursue ongoing professional education. On May 29 and 30 of this year, […]

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