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...

Business Succession Planning: A Short Course

June 29, 2011

Succession planning in a business context ordinarily involves passing that business on to a succeeding generation...

Keys to Marketing Your Business

March 2, 2011

The marketing and promotion of any product or service is a challenge. Most company owners have many questions...

Is a Roth IRA Conversion Right for You?

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...

How to Reduce the “Real” Risk of Money Market Funds

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...

How Being Resilient Can Benefit Your Financial Future

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...

Market Analysis

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Market Analysis – September 2017
October 4, 2017

September Surprise! On average, September is the worst month of the year for stock market performanc...


Video

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President Trump: The First Sixty Days
April 5, 2017

A discussion of the Trump administration’s actions and policies that are relevant to investors and


Publication

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Strength in Numbers: A Golden First Half for Global Stocks
July 26, 2017

By no means am I an authentic basketball fan. For example, I do not under-stand a pick and roll. But...

Latest News

Charitable Giving During the Retirement Years: A “Choirside” Lecture

The Piedmont East Bay Children’s Choir is hosting a presentation on October 28 by Jim Bell, CFP®, President and Founder of Bell Investment Advisors, for parents and grandparents of chorus members — and opening the event to others in the community who are interested in attending. The half hour talk on giving during the retirement […]

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