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Career Coaching

The Ages and Stages of Life – Part III

Despite the fact that I said I would keep you updated as the week went on with my sister Susan ...
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Finance

Applying for Social Security: The Importance of Timing

Social Security is the only widely available source of income that provides the following combination of financial protections: 1) inflation-fighting ...
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Finance

The United States of Europe

Since the end of World War II, the nations of Europe have been evolving toward unity. The most dramatic manifestation ...
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BlogNews

The Bells Speak on “Integrating the Career Conversation into the Financial Planning Process” at the May 2012 National Financial Planning Conference

Jim Bell, CFP®, Founder/President of Bell Investment Advisors in Oakland, California, and Bonnie Bell, MA, M.Div., Principal of the firm ...
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White Papers

Employee Engagement: The Key to Growth, Creativity, and Customer Satisfaction

Introduction by Jim Bell, CFP®, President and Founder, Bell Investment Advisors Business owners, managers, and supervisors all need to have ...
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Finance

The Cost of Market Timing

The quote below from The Social Animal by David Brooks reiterates why we do not support market timing, even in the current ...
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BlogNews

Bell Investment Advisors Announces First Annual Youth-in-the-Arts Grant

OAKLAND, CA. June 20, 2012 – Bell Investment Advisors today announced the firm will award an annual grant of $5000 ...
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Career Coaching

The Ages and Stages of Life – Part II

I am in Texas for a couple of universal age-related-stage-of-life type things: my nephew Mark’s oldest son, Cody, is graduating ...
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Finance

Top Six Investment Mistakes

In working mostly with individual investors, we witness firsthand how people manage their investments and think about money. Most importantly, ...
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