Category: Blog

FinanceWomen's Roundtable

Saving for Retirement: What Will Be Your Story?

Many websites and financial professionals touting retirement savings plans offer little more than off-the-shelf plans that express the end result ...
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Career Coaching

The Art of Possibility, Part II

I hope I was successful in the The Art of Possibility, Part I in enticing some of you to begin ...
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FinanceMarket Analysis

Market Analysis Video – June 2014

Stocks continued higher in June with the S&P 500 Index producing a gain of 2.1%. Foreign stocks, as measured by ...
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Finance

The Timing of Returns Matters to Your Retirement

Developing a retirement plan used to involve a simple set of calculations. Any financial calculator could be used as a ...
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Finance

Fear Gets in Our Way as Investors

There’s a reason that people worry about when exactly to invest in the market. As the opening keynote speaker for ...
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FinanceWomen's Roundtable

Meet Their Needs for a Lifetime

You’ve probably heard the Chinese proverb, “Give a man a fish and you feed him for a day; teach a ...
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BlogNews

National Honor for Author Tom Graves’ First Book, “Twice Heroes: America’s Nisei Veterans of WWII and Korea”

Bell Investment Advisors would like to congratulate our client and friend, TomGraves, the author and photographer of Twice Heroes: America’s ...
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Career Coaching

The Art of Possibility, Part I

It’s been almost 15 years since Benjamin Zander, the beloved former conductor of the Boston Philharmonic, and his executive coach ...
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FinanceMarket Analysis

Market Analysis Video – May 2014

Despite the annual call to “sell in May and go away,” stocks pressed forward last month. The S&P 500 Index ...
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