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The Opening Bell

How to Keep Success in Succession

For good reason, the topic of succession planning is foremost right now in every conference and professional trade journal for …

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The Opening Bell

Momentum for Life

If you have consulted our website over the past few months you are probably aware that our new, improved, state-of-the-art …

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The Opening Bell

The Risk of Impatience

In the April 2010 issue of The Opening Bell, I wrote about my meetings with college students asking me about …

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The Opening Bell

Emerging Markets and Conservative Portfolios— Two Peas in a Pod?

My wife and I enjoy watching the Travel Channel. With two young kids, there is only so much traveling we …

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BlogNews

Bell Investment Advisors Portfolio Manager Dana Nelson Wins Outstanding Student Award

OAKLAND, CA. May 6, 2010 – Bell Investment Advisors, Inc., announced today that Dana Nelson, the firm’s Portfolio Manager, has …

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BlogNews

Bell Investment Advisors Sponsors Symphony Season Finale, Ode to Joy

OAKLAND, CA. May 6, 2010 – Bell Investment Advisors, Inc., announced today that it is the official sponsor of the …

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The Opening Bell

A Moral Dilemma

Growing up, I spent grades one through twelve attending Catholic schools, meaning that along with reading, writing, and ‘rithmetic I …

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The Opening Bell

What About the Value of Your Less Tangible Assets?

What About the Value of Your Less Tangible Assets?Most people have heard by now about how important it is for …

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The Opening Bell

Financial Planning as a Career Asset

Lately, I have been meeting one-on-one, in my office, with college students. In many cases, they are the children or …

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