OAKLAND, CA. September 4, 2014 – Bell Investment Advisors, a Bay Area registered investment advisory firm, announced today they will host two events focusing on investment strategies: a webinar, “Performance Momentum vs. Fixed Allocations: What Every Investor Should Know” on Wednesday, September 17, 2014, 2–2:30 pm, and a wine and cheese gathering, The Women’s Roundtable “Budgeting and Saving” in the series “Taking Charge of Your Financial Future” on Wednesday, September 24, 2014, 6–7:30 pm in the firm’s Oakland office.
The webinar will be presented by Matt King, CFA, Chief Investment Officer, Managing Director, and Marivic Hammond, Senior Investment Advisor, of the firm, who will define performance momentum investment strategy and why it works. They will discuss misconceptions of momentum-based strategies, show evidence of momentum in global financial markets, and compare and contrast performance momentum with traditional asset allocation strategies.
To register for the September 17 webinar visit: https://www2.gotomeeting.com/register/218539626
The Women’s Roundtable wine and cheese gathering is a part of an ongoing series of events that reflect the group’s commitment to building a learning cooperative for and by women. Marivic Hammond, along with Bonnie Bell, Principal, Director of Career/Life Coaching, of Bell Investment Advisors, will host the complimentary event. Participants will have the opportunity, while enjoying wine and appetizers, to join in a discussion of the challenges to effective financial planning as well as of constructive financial strategies that can be employed by professional women. There will be time for questions to be addressed. Marivic Hammond says, “The aim of our group is to provide an enriching environment in which women can learn and can share ideas that impact their financial goals.
”Reservations for the September 24 gathering are required and can be made by emailing firstname.lastname@example.org. Space is limited.
Additional information about The Women’s Roundtable of Bell Investment Advisors, along with an archive of blog posts authored by members of The Women’s Roundtable, can be found here: https://bellinvest.com/resource-center/womens-roundtable
Bell Investment Advisors is a privately-owned, registered investment advisory firm, managing over $500 million in assets. It is in its 23rd year of business, offering investment management, financial planning and career/life coaching services. For more information visit www.bellinvest.com.
Bell Investment Advisors