Are We Afraid to Compete?

by James F. Bell, CFP®, President & Founder
July 2015

The dispute between President Obama and Congress regarding the Trans--Pacific Partnership (TPP) trade deal raises the question of how committed to …Read More

A Greek Exit from the Eurozone & Rising Rates at Home: The Waiting is the Hardest Part

by Matthew P. King, CFA, Chief Investment Officer, Managing Director
July 2015

As I enjoyed the festivities over Fourth of July weekend, I could not help but notice that my eight-year-old son was not quite himself. I did not have to pull teeth to get …Read More

What’s Your Story Now?

by Bonnie Bell, MA, MDiv., Principal, Director of Career/Life Coaching
April 2015

Humans speak and spin stories. We are mind-blowingly complex because we use language. We are wired to love stories, learn from them, and make …Read More

What’s All the Fuss About Interest Rates?

by James F. Bell, CFP®, President & Founder
April 2015

U.S. Federal Reserve Bank officials have held interest rates near zero for more than six years. They have done this by cutting the federal funds rate, which is the interest rate the Federal Reserve Bank charges …Read More

A Recipe for Investment Success: Make Certain Your Managers Eat Their Own Cooking

by Matthew P. King, CFA, Chief Investment Officer, Managing Director
April 2015

My wife certainly will not mind that I broadcast the fact that she is an excellent cook; however, I may catch some flak for letting you know that she is also a picky eater. This makes for an interesting dichotomy …Read More

The Age of the Client

by James F. Bell, CFP®, President & Founder
January 2015

While browsing the internet recently, I noticed a couple of references: one was called The Age of the Client and the …Read More

While the World is Focused on Outer Celebrations, Go Within

by Bonnie Bell, MA, MDiv., Principal, and Director of Career/Life Coaching
January 2014

As soon as December 26 arrives with a thunk, the world shifts its focus to the New Year. By December 31, of course, all eyes are on the clock to hone in on the final countdown to the minutes and the last ten seconds – one by one – …Read More

The Wonder of Children

by Jim Bell, CFP®, President and Founder
January 2014

Our granddaughters Sofia (6 years) and Nora (20 months) travelled with their parents, and with Bonnie and me to Washington D.C. for a week in November, half of which was for the purpose of attending the 2013 IMPACT Conference hosted …Read More

The Women’s Roundtable: Make a Giving Plan Part of Your 2013 Financial Plan

by Melanie Hamburger, guest writer for Bell Investment Advisors
May 2013

We all hear about financial plans and most of us give to causes whose work we admire, but few of us think about a Giving …Read More

Mario Draghi: Hero or Goat?

by Jim Bell, CFP®, President and Founder
August 2012

On Thursday, July 26, the President of the European Central Bank (ECB), Mario Draghi, sparked a global stock and Spanish/Italian bond rally with the statement that he would do “whatever it takes” to keep the eurozone …Read More

One-Page Career

by Bob Veres
August 2012

At the 2012 FPA Retreat conference in Scottsdale, AZ, a tag-team presentation by Jim and Bonnie Bell showed an audience of financial …Read More

MAKING A GOOD LIFE HAPPEN – Fail at Something Every Day

by Bonnie Bell, MA, MDiv., Principal, and Director of Career/Life Coaching
July 2012

“Last week on CBS This Morning with Charlie Rose (March 8, 2012) I happened to see an interview with Sara Blakely – mastermind of …Read More

Wine: The Liquid Illiquid Asset

by Laurent Harrison
June 2012

As you get together with friends and family this summer, it’s more likely than not you’ll be enjoying these moments by raising a glass of wine to your …Read More

Shift and Shout – A Book Review

by Jim Bell, CFP®, President and Founder
March 2012

Long time champions of Oakland and Piedmont, Dewey and Susan Watson, have written a compelling book about their …Read More

MAKING A GOOD LIFE HAPPEN – Off Balance, On Purpose

by Jim Bell, CFP®, President and Founder
February 2012

I read a lot of investment and financial planning literature, and I brightened up in November when I read a brief summary of Dan Thurmon’s new …Read More

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


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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 ( 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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