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 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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The Health Savings Account: an often-overlooked financial opportunity
February 27, 2018

This is an overview of a Health Savings Account (HSA), a unique savings & investment vehicle w/ tax benef…


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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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Keep Your Eye on Corporate Earnings, and Turn Off the TV – 4/3/2018
April 4, 2018

An analysis of the market, the most important investment principles, the threat of tariffs and trade...


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

Bell Investment Advisors to Sponsor Oakland Symphony‘s Season Finale: The Artist’s Struggle

On Friday, May 18, at 8 pm, at the historic Paramount Theatre in downtown Oakland, Maestro Michael Morgan will conduct Leonard Bernstein’s Serenade after Plato’s Symposium for Violin and Orchestra, followed by Peter Ilyich Tchaikovsky’s Op. 74, Symphony No. 6, “Pathêtique” in B Minor. As a young conductor, Michael came to know Leonard Bernstein at […]

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