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Why We Did Not Invest in Facebook IPO
The title for this post is misleading because Bell Investment Advisors does not recommend or invest in individual stocks. However, ...
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Comparing Your Portfolio to an Appropriate Benchmark
Why is Benchmarking Important? Let’s begin by discussing the importance of comparing your portfolio to an index, a process known ...
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Investing in Volatile Markets
Volatility is inherent in capital markets. When we invest in the market, we expect volatility to play a part in ...
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News Update
It’s been a long time. . . I left you with the “Fail at Something Every Day” message for much ...
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The Enemies Within
During career transition – when it feels as if the rug has been pulled out from under you and it ...
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Bell Investment Advisors Sponsors Oakland East Bay Symphony’s Season Finale
OAKLAND, CA. May 9, 2012 – Again this year, in the tradition of community partnership between business and the arts, ...
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Rebuilding Together Oakland & Bell Investment Advisors Support National Rebuilding Day
OAKLAND, CA. May 4, 2012 – Rebuilding Together Oakland (RTO) and Bell Investment Advisors joined forces to support and execute ...
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Introduction to Financial Planning
What is financial planning? What are the benefits of creating a financial plan? Should I be using a tax accountant ...
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What’s the difference between a mutual fund and an ETF?
Like mutual funds, exchange-traded funds (ETFs) represent a share of ownership in a pool of stocks, bonds, and/or other securities. ...
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