Category: Blog

FinanceMarket Analysis

Market Analysis Video – November 2013

Stocks continued to rally in November, although U.S. stocks outperformed by a wide margin relative to foreign stocks. The S&P ...
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Finance

Women Gather for Discussions on Wealth Transfer (and an enjoyable social evening)

The Women’s Roundtable hosted another lively wine and cheese gathering on the evening of November 13 in the Oakland offices ...
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BlogNews

Year-End Review and 2014 Preview

Bell Investment Advisors, www.bellinvest.com, a Bay Area registered investment advisory firm, announced today that they will be conducting a free ...
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Career Coaching

Why Do You Do What You Do?

This is a very different question than the most often asked question in day-to-day life, whether in a social setting ...
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Finance

Develop Your Long-Term Investment Strategy and Act with Conviction

The Sunday New York Times business section of November 3, 2013 featured an article by Jeff Sommer: The Dangers of a ...
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Finance

Be Uncommon: On Taking Social Security Benefits

The common approach to deciding when to take Social Security benefits is not that helpful. Most people decide when and ...
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BlogNews

Bell Investment Advisors Offers Wine and Cheese Gathering, “The Women’s Roundtable: Giving with a Plan”

OAKLAND, CA. October 29, 2013 – Bell Investment Advisors, a Bay Area registered investment advisory firm, today announced that The ...
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FinanceWomen's Roundtable

Family First

As the year draws to a close, it is a “best practice” to look back at the goals we set ...
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BlogNews

BBC Capital Interview with Matt King, CFA, Chief Investment Officer on Bond Portfolio Security

Even though the U.S. government managed to evade defaulting on its debt after surpassing the debt ceiling, investors should have ...
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