Bell Investment Advisors’ Finance Blog

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Financial Planning as a Career Asset

May 17, 2017

Over the years I have met one-on-one with many college students, often the children or grandchildren of my investment management clients. I am proud that we work with multiple generations for several of our client families; we know and take care of grandp...

Market Analysis – April 2017

May 4, 2017

Scott Wittman, Chief Investment Officer at American Century Investments, is one of the investment professionals I like to follow. Recently, Scott articulated that at American Century, politics has no value as a variable for investment analysis; there are ...

Market Analysis – March 2017

April 4, 2017

In my 35 years as a Financial Advisor, I have never seen a U.S. President capture so much attention from the financial markets, and from almost everywhere else. The New York Times ran an article this month estimating that Donald Trump has received more at...

Are You Saving for Retirement? — Advice for Women

March 28, 2017

A 2016 Survey by GOBankingRates found that 56% of Americans have less than $10,000 saved for retirement. Scary stuff. Scarier still is that two-thirds of the women surveyed said they had no savings or less than $10,000 in retirement savings, compared with...

Tax Season Prep: Taxes and More

March 18, 2017

Tax season is upon us, and you may be getting ready to file by the April 18 deadline. Typically, the deadline for taxes is April 15, but because that date falls on a Saturday and April 17 is a legal holiday, the tax deadline has been pushed to April 18 th...

Market Analysis – February 2017 (with Fiduciary Rule comments)

March 3, 2017

The Fiduciary Rule After more than a year of deliberation, the US Department of Labor (DOL) under President Obama issued a new regulation specifying how all financial advisors in regard to retirement accounts should be held to a fiduciary standard. This n...

Market Analysis

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Market Analysis – April 2017
May 4, 2017

Scott Wittman, Chief Investment Officer at American Century Investments, is one of the investment pr...


Video

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President Trump: The First Sixty Days
April 5, 2017

A discussion of the Trump administration’s actions and policies that are relevant to investors and


Publication

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California Real Estate and Retirement Possibilities
April 18, 2017

A caption to a Wall Street Journal article from November 2016 read, “Home prices set a record in S...

Latest News

Bell Investment Advisors Sponsors Oakland Symphony’s Season Finale, “Guys and Dolls in Concert”

OAKLAND, Calif., May 9, 2017 /PRNewswire/ — Bell Investment Advisors (www.bellinvest.com) has announced the firm is sponsoring the final concert of the Oakland Symphony’s 2016/17 season at the historic Paramount Theatre, 2025 Broadway, downtown Oakland, May 19, 8 pm. Maestro Michael Morgan will conduct Frank Loesser’s celebrated “Guys and Dolls”. Bryan Nies, Assistant Conductor, will […]

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