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Finance

First Quarter Data on the 2013 Stock Market

At the close of the first quarter of 2013, it is clear that markets and investors are responding positively to ...
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The Opening Bell

Living for Thirty Years Without a Paycheck is Complicated . . .

According to the U.S. Bureau of Labor Statistics, 18.5% of Americans over the age of 65 are continuing to work. ...
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The Opening Bell

Our Momentum-Based Strategy—The Explanation

At the very end of my article in the fourth quarter newsletter of 2012, Making a Good Life Happen—the Explanation, ...
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FinanceMarket Analysis

Market Analysis Video – March 2013

Stocks closed the first quarter of 2013 with continued strength. Domestic stocks, as measured by the S&P 500 Index, rose ...
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Finance

U.S. Real Estate: Ongoing Boom or Looming Bust

The topics of discussion that financial planning clients bring to initial or review meetings tend to shift over time. Education planning was ...
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FinanceWomen's Roundtable

The Power of No

Women are major influencers of wealth. They now own 51% of stock and 60% of private wealth in the U.S., ...
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Career Coaching

Making a Good Life Happen – The Philosophy

If you know anything about philosophy in general, you know it has something to do with the pursuit of wisdom ...
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Finance

The Power of Three: How to Maximize Cash Reserves

Recently on the morning news it was reported that a South Carolina man got really lucky. He bought several $10 ...
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BlogNews

Bell Investment Advisors Offers Webinar, “The Women’s Roundtable: Make a Giving Plan Part of Your 2013 Financial Plan”

Bell Investment Advisors, a Bay Area registered investment advisory firm, today announced that The Women’s Roundtable, a new learning cooperative ...
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