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 environment in which to learn and to share ideas that impact our 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 »
One of the biggest changes resulting from the new tax law signed in December 2017 is a severe limit imposed …Read More
Under the new tax law effective in 2018, can you claim your home mortgage interest as a deduction? Would you …Read More
The 2018 tax season is now upon us, and with that comes tax documentation to assist you in filing your return. All official tax reporting information will come directly from Schwab. Please see below for timelines (varies by document type). 1099 – Paper Mailing For retirement accounts, you should have already received your Form 1099-R. …Read More