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

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...

Finding Substitutes for Traditional Bond Income in Your Portfolio

May 31, 2013

One of the basic principles of economics is the substitution effect...

Why Momentum Exists: A Perspective on Investor Behavior

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”...

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

July 6, 2012

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

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

March 23, 2012

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

September 9, 2011

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

Market Analysis

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Our Market Analysis for January 2017
February 2, 2017

Although still positive for the month, the so called Trump Rally took a breather in January. There i...


Video

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Year-End Review and 2017 Preview
January 24, 2017

The presenters review the market activity and the economic events of 2016, as well as preview what 2


Publication

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Don’t Pay Attention to Predictions
January 24, 2017

2016 was a horrible year for professional predictors, forecasters, fortune tellers, and pollsters. T...

Latest News

Bell Investment Advisors Hosts Oakland Evening Event, “TELL ME SOMETHING GOOD: Discovering positive social impact in Oakland and in your investment portfolio”

OAKLAND, Calif. September 8, 2016 /PR Newswire/ — Bell Investment Advisors has announced it will be hosting a special wine and cheese reception and seminar…

 

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