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White Papers

Momentum Investing: How to Gauge the Market’s Opinion of the Future

Over the summer, with the debt ceiling impasse in full swing, our firm received lots of questions from concerned clients ...
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Career Coaching

The Dancer

Picture the tiny ballerina that popped up and started twirling around on her toes to the happy, plunky music when ...
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BlogNews

Investment Committee Update

Presenters: Matt King, CFA, Managing Director, Chief Investment Officer Dana Nelson, Senior Investment Advisor, Portfolio Manager Get access to the ...
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Career Coaching

The Attorney in Her Late Thirties

Laura is not exactly the stereotypical attorney–big law firm, big salary, spiffy suits, upscale lifestyle. She is, and has always ...
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Career Coaching

The Nurse

Kelly is my hero. She’s kind of girl you’ve all known or heard about or seen on TV – the ...
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Career Coaching

The Teacher

I have worked with a handful of teachers over the years. One evolved from junior high teaching into fiction writing ...
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BlogNews

Bell Investment Advisors Sponsors Festival Opera’s Performance of The Most Happy Fella

OAKLAND, CA. August 10, 2011 – Bell Investment Advisors, official sponsor of the Festival Opera’s 20th Anniversary Summer Season, announced ...
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Career Coaching

The Scientist

So on to the 35-year-old scientist I am working with right now… I alluded to him in my last post ...
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Career Coaching

More on Careering…

It is difficult for people to imagine what it’s like to work with a career/life coach, if they’ve never done ...
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