September 1, 2014
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...
May 31, 2013
One of the basic principles of economics is the substitution effect...
October 9, 2012
Last year at this time, we published a white paper entitled “Momentum Investing: How to Gauge the Market’s Opinion of the Future”...
July 6, 2012
As the U.S. economy continues its steady recovery, midsize firms...
March 23, 2012
Successful business owners are experts in their chosen field. They typically identify and develop...
September 9, 2011
Over the summer, with the debt ceiling impasse in full swing, our firm received lots of questions...
June 29, 2011
Succession planning in a business context ordinarily involves passing that business on to a succeeding generation...
March 2, 2011
The marketing and promotion of any product or service is a challenge. Most company owners have many questions...
November 11, 2010
It’s the hot topic of the year. Are you one of the many considering a Roth IRA conversion due to the repeal on limitations this year...
June 16, 2010
One thing that I’m a tad ashamed to admit (but will do so anyway to generate a good intro for my investment-related topic) is that I am scared of heights...
February 2, 2010
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...
An analysis of the market, the most important investment principles, the threat of tariffs and trade...
Tune in to Jim Bell, CFP®, President & Founder, Bell Investment Advisors, as he presents a half-hou
Thanks to the St. Patrick’s Day editorial page of the Wall Street Journal, I learned about America...
On Friday, May 18, at 8 pm, at the historic Paramount Theatre in downtown Oakland, Maestro Michael Morgan will conduct Leonard Bernstein’s Serenade after Plato’s Symposium for Violin and Orchestra, followed by Peter Ilyich Tchaikovsky’s Op. 74, Symphony No. 6, “Pathêtique” in B Minor. As a young conductor, Michael came to know Leonard Bernstein at […]
