Finding the Optimal Risk Allocation for Your Retirement Plan—Are High-Return Investments Too Much of a Good Thing?

Often times too much of a good thing can be bad. I thought of this adage as I sat in the sweltering heat of a Memorial Day celebration in California’s Central

Finding Substitutes for Traditional Bond Income in Your Portfolio

One of the basic principles of economics is the substitution effect

Why Momentum Exists: A Perspective on Investor Behavior

Last year at this time, we published a white paper entitled “Momentum Investing: How to Gauge the Market’s Opinion of the Future”

Employee Engagement: The Key to Growth, Creativity, and Customer Satisfaction

As the U.S. economy continues its steady recovery, midsize firms

401(k) Plans: What Small Business Owners Should Know

Successful business owners are experts in their chosen field. They typically identify and develop

Momentum Investing: How to Gauge the Market’s Opinion of the Future

Over the summer, with the debt ceiling impasse in full swing, our firm received lots of questions

Business Succession Planning: A Short Course

Succession planning in a business context ordinarily involves passing that business on to a succeeding generation

How Being Resilient Can Benefit Your Financial Future

Given the financial turmoil of the last year and a half, cultivating a quality of resilience has become increasingly important as we look to rebuilding financial futures

Market Analysis

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“Stocks are falling. I’m buying them anyway.” – 12/4/18
December 5, 2018 The above is a quote from Jeff Sommers as the title of his 11/18/2018 “Strategies” column in …Read More


bellinvest publicaion
Do You Have a Bias Against International Small-Cap Stocks?
October 25, 2018 With the S&P 500 fully recovered from the correction earlier this year, and hovering near its …Read More

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Piedmont East Bay Children’s Choir Candlelight Concert

Bell Investment Advisors has been a major supporter of the Piedmont East Bay Children’s Choir ( for almost ten years. We are lifelong music lovers and consider our involvement with Bay Area music and arts organizations central to making a good life happen for our family, our business, and our community. On Sunday, December 2 from …Read More

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