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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 …
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 …
The Risk of Impatience
In the April 2010 issue of The Opening Bell, I wrote about my meetings with college students asking me about …
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 …
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 …
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 …
A Moral Dilemma
Growing up, I spent grades one through twelve attending Catholic schools, meaning that along with reading, writing, and ‘rithmetic I …
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 …
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 …