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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Best Quarter for U.S. Stocks Since 2009
April 5, 2019 The breadth of the U.S. stock market gain in the first quarter of 2019 caused all sectors of the …Read More


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Middle Retirement Planning
April 17, 2019 If you read financial planning textbooks, you might be left with the impression that people report …Read More

Latest News

Schwab Phishing Attempt Reported

Bell received notification from our custodian, Charles Schwab, of a text message-based phishing attempt imitating Schwab. The phishing attempt appears to have been sent to a random set of phone numbers, not necessarily clients of Schwab or Bell Investment Advisors. The phishing attempt was conveyed through text messages appearing to come from Schwab, but in …Read More

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