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 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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What is Most Relevant About the New Tax Law? Part 2: ESTATE AND GIFT TAX
March 12, 2018

The estate and gift tax exemption in the federal tax code (Form 706) applies to an individual’s gifts made d…


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Come Volunteer with Us!
April 5, 2018

Bell Investment Advisors’ staff is once again partnering with our office building neighbors three floors up, the legendary Oakland law firm, Wen...


Market Analysis

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What Makes the Stock Market Wobble?: Rising Interest Rates and Trade Wars – 5/2/2018
May 2, 2018

The stock market wobbles when the Federal Reserve consistently raises interest rates. This is normal...


Video

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The Tariff Tantrum and The Trade Deficit
April 23, 2018

Tune in to Jim Bell, CFP®, President & Founder, Bell Investment Advisors, as he presents a half-hou


Publication

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Trump Punishes Craft Beer
April 19, 2018

Thanks to the St. Patrick’s Day editorial page of the Wall Street Journal, I learned about America...

Latest News

Consequences of the New Tax Law on Charities and Estates: What Nonprofits and Their Supporters Need to Know

Jim Bell, CFP®, President and Founder of Bell Investment Advisors, has been invited to speak to members of the Oakland Chamber of Commerce by its Community Impact Committee on the topic, Consequences of the New Tax Law on Charities and Estates: What Nonprofits and Their Supporters Need to Know. The Chamber has graciously agreed to […]

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