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 »
A 2016 Survey by GOBankingRates found that 56% of Americans have less than $10,000 saved for retirement. Scary…
Tax season is upon us, and you may be getting ready to file by the April 18 deadline. Typically, the deadline…
In my 35 years as a Financial Advisor, I have never seen a U.S. President capture so much attention ...
A discussion of the Trump administration’s actions and policies that are relevant to investors and
With all of the political drama and turmoil in Washington, it is a good counterpoint that America, E...
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 […]