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 »
Making contributions to your retirement accounts is guaranteed to strengthen your financial and retirement pla…
As you no doubt know, the credit reporting agency Equifax recently reported a major cyber security breach. The…
Don’t be afraid of a market pull back. This October 19 marked the 30-year anniversary of the g...
A discussion of the Trump administration’s actions and policies that are relevant to investors and
Cash can make you happy, at least according to an article from the Wall Street Journal titled “M...
Recognizing the value of financial planning for all, Bell Paraplanner Ramsay Leimenstoll served as a logistics volunteer on Saturday, October 28 at “Free Financial Planning Day” at the main branch of the San Francisco Public Library. This annual event, which takes place every fall in cities across the country, hosts workshops on personal finance topics […]