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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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Building a Better Bunker Portfolio
Fighting a bout of insomnia the other night, I happened to catch a show on the National Geographic Channel called ...
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Introduction to Mutual Funds
Mutual funds are investment companies that pool money from many different investors and invest it according to a specific strategy ...
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The Risk and Reward of Culture—in Life and at Downton Abbey
Bonnie and I were late to the party with regard to the Masterpiece Classic presentation of Downton Abbey on PBS ...
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Meaning, Purpose and Satisfaction
In January’s Opening Bell, I suggested we drop the ubiquitous balance conversation – the one that typically doesn’t go anywhere ...
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The Basics of Bonds
Corporations and governments borrow money from investors by issuing bonds. Borrowers promise to pay back the loans and to pay ...
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