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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

Publication

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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

Latest News

Piedmont East Bay Children’s Choir Candlelight Concert

Bell Investment Advisors has been a major supporter of the Piedmont East Bay Children’s Choir (PEBCC.org) 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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