Category: Blog
The Woman Investor
A 2005 Merrill Lynch investment manager survey on gender and investing revealed some interesting facts about women investors. Here are ...
Read More →
First Quarter Data on the 2013 Stock Market
At the close of the first quarter of 2013, it is clear that markets and investors are responding positively to ...
Read More →
Market Analysis Video – March 2013
Stocks closed the first quarter of 2013 with continued strength. Domestic stocks, as measured by the S&P 500 Index, rose ...
Read More →
U.S. Real Estate: Ongoing Boom or Looming Bust
The topics of discussion that financial planning clients bring to initial or review meetings tend to shift over time. Education planning was ...
Read More →
The Power of No
Women are major influencers of wealth. They now own 51% of stock and 60% of private wealth in the U.S., ...
Read More →
Making a Good Life Happen – The Philosophy
If you know anything about philosophy in general, you know it has something to do with the pursuit of wisdom ...
Read More →
The Power of Three: How to Maximize Cash Reserves
Recently on the morning news it was reported that a South Carolina man got really lucky. He bought several $10 ...
Read More →
Bell Investment Advisors Offers Webinar, “The Women’s Roundtable: Make a Giving Plan Part of Your 2013 Financial Plan”
Bell Investment Advisors, a Bay Area registered investment advisory firm, today announced that The Women’s Roundtable, a new learning cooperative ...
Read More →
It’s Not About “Who You Know” — It’s About Who Knows You!
I heard this twist on a familiar phrase at a meeting recently. The person who repeated it didn’t know where ...
Read More →