- All
- Blog
- Career Coaching
- Finance
- Market Analysis
- News
- The Opening Bell
- White Papers
- Women's Roundtable
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 ...
Read More →
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 ...
Read More →
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., ...
Read More →
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 ...
Read More →
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 ...
Read More →
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 ...
Read More →
It’s Not About “Who You Know” — It’s About Who Knows You!
I heard this twist on a familiar phrase at a meeting recently. The person who repeated it didn’t know where ...
Read More →
Market Analysis Video – February 2013
U.S. stocks continued to gain ground in February with a 1.4% return for the S&P 500 Index. Meanwhile, foreign stocks ...
Read More →
Bell Investment Advisors Boasts Two New CFPs
Laurent Harrison, Investment Advisor/Financial Planner and Rohan Nayak, Financial Planner, both employees of Bell Investment Advisors, a registered investment advisory ...
Read More →