Category: Blog

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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FinanceMarket Analysis

Market Analysis Video – September 2013

After losing ground in August, stocks bounced back globally in September. While domestic stocks fared well with the S&P 500 ...
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Career Coaching

Cleaning House: You Never Know What Might Turn the Tide

For those of you who wonder if I offer career coaching services over the phone or Skype with people in ...
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Finance

How to Make a Budget Plan: Where to Start?

A recent Gallup poll determined that only 32% of American households prepare a detailed monthly budget plan. When working with ...
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BlogNews

Planning for Life’s Transitions Today

My mother was a story teller who told stories all her life: of her childhood in France, going to Catholic ...
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Finance

Market Timing: The Ultimate Momentum Buster

With markets recently making all-time highs, we felt it was probably a good idea to revisit what in most instances ...
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Career Coaching

Cal Performances’ Berkeley/Oakland AileyCamp: Winners of the First Bell Youth-in-the Arts $5,000 Grant

Posted September 4, 2013 Part of making a good life happen for me, is bringing plenty of music, dance, and ...
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