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Choosing the Right Advisor, Part 2: Key Questions to Ask
Bell Investment Advisors
August 28, 2012
The In-Person Complimentary Consultation After you have completed your preliminary screening, and zeroed in on two or three Registered Investment ...
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Bell Investment Advisors Sponsors Piedmont East Bay Children’s Choir’s International Choral Festival
Bell Investment Advisors
August 21, 2012
OAKLAND, CA. August 21, 2012 – Bell Investment Advisors was a major sponsor of the Piedmont East Bay Children’s Choir’s ...
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Life Lessons from the Olympics
Bonnie Bell
August 14, 2012
I don’t know when I’ve spent this much time in front of a television set so fully engaged. I watched ...
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Choosing the Right Investment Advisor
Bell Investment Advisors
August 9, 2012
In this week’s blog entry, we touch on key points to consider when choosing an investment advisor, whether you are ...
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The Importance of Diversification
Bell Investment Advisors
August 2, 2012
On August 2, investors woke up to this news from Reuters: “Knight Capital Group Inc. is being forced to raise ...
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Convert Your Thinking on Roth Conversions
Bell Investment Advisors
July 25, 2012
In 2010, the law that imposed income limits on Roth conversions was changed so that anyone, regardless of income, could ...
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The Evolving Stages of Life
Bonnie Bell
July 19, 2012
Chances are that when you were studying the developmental stages of life in sociology or psychology, there were essentially four: ...
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The True Value of Compromise: Simpson-Bowles
James F. Bell
July 19, 2012
For the past eight years, Bonnie and I have been very grateful to be invited to the annual Schwab EXPLORE ...
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Investing Lessons from the Happiest Place on Earth
Matthew P. King
July 19, 2012
Having survived a week-long road trip to Disneyland a few weeks ago with my two young kids—ages “almost six” and ...
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