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 »
You may know a young woman, 18 – 30, who could benefit from attending the YWCA’s tenth annual Young Women…
Use your investment accounts to create a monthly paycheck in retirement. Tailor your distributions to meet you…
The operative word above is reason, which frames the question in a rational context. We all know tha...
Use your investment accounts to create a monthly paycheck in retirement. Tailor your distribution
Cash can make you happy, at least according to an article from the Wall Street Journal titled “M...
You may know a young woman, 18 – 30, who could benefit from attending the YWCA’s tenth annual Young Women and Money Conference. This conference is designed to help young women gain financial independence and success. Attendees will learn about good credit, budgeting, paying bills, and investing. Oakland Mayor Libby Schaff will give the opening […]