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Finance

Choosing the Right Advisor, Part 2: Key Questions to Ask

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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BlogNews

Bell Investment Advisors Sponsors Piedmont East Bay Children’s Choir’s International Choral Festival

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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Career Coaching

Life Lessons from the Olympics

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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Finance

Choosing the Right Investment Advisor

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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Finance

The Importance of Diversification

On August 2, investors woke up to this news from Reuters: “Knight Capital Group Inc. is being forced to raise ...
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Finance

Convert Your Thinking on Roth Conversions

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 Opening Bell

The Evolving Stages of Life

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 Opening Bell

The True Value of Compromise: Simpson-Bowles

For the past eight years, Bonnie and I have been very grateful to be invited to the annual Schwab EXPLORE ...
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The Opening Bell

Investing Lessons from the Happiest Place on Earth

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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