Category: Blog

White Papers

Employee Engagement: The Key to Growth, Creativity, and Customer Satisfaction

Introduction by Jim Bell, CFP®, President and Founder, Bell Investment Advisors Business owners, managers, and supervisors all need to have ...
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Finance

The Cost of Market Timing

The quote below from The Social Animal by David Brooks reiterates why we do not support market timing, even in the current ...
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BlogNews

Bell Investment Advisors Announces First Annual Youth-in-the-Arts Grant

OAKLAND, CA. June 20, 2012 – Bell Investment Advisors today announced the firm will award an annual grant of $5000 ...
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Career Coaching

The Ages and Stages of Life – Part II

I am in Texas for a couple of universal age-related-stage-of-life type things: my nephew Mark’s oldest son, Cody, is graduating ...
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Finance

Top Six Investment Mistakes

In working mostly with individual investors, we witness firsthand how people manage their investments and think about money. Most importantly, ...
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Career Coaching

The Ages and Stages of Life – Part I

When I was still in my twenties, burning with confusion and angst, I was driven to search relentlessly for my ...
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Finance

Why We Did Not Invest in Facebook IPO

The title for this post is misleading because Bell Investment Advisors does not recommend or invest in individual stocks. However, ...
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Finance

Comparing Your Portfolio to an Appropriate Benchmark

Why is Benchmarking Important? Let’s begin by discussing the importance of comparing your portfolio to an index, a process known ...
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Finance

Investing in Volatile Markets

Volatility is inherent in capital markets. When we invest in the market, we expect volatility to play a part in ...
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