Category: Blog

Finance

Introduction to Financial Planning

What is financial planning? What are the benefits of creating a financial plan? Should I be using a tax accountant ...
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Finance

What’s the difference between a mutual fund and an ETF?

Like mutual funds, exchange-traded funds (ETFs) represent a share of ownership in a pool of stocks, bonds, and/or other securities. ...
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Finance

Introduction to Mutual Funds

Mutual funds are investment companies that pool money from many different investors and invest it according to a specific strategy ...
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Finance

The Basics of Bonds

Corporations and governments borrow money from investors by issuing bonds. Borrowers promise to pay back the loans and to pay ...
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Finance

Momentum – The Blog

The investment management and financial planning teams at Bell Investment Advisors have opened this conversation on our new blog to ...
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BlogNews

Jim Bell, CFP®, Founder & President of Bell Investment Advisors, a Featured Speaker on Top Advisor Panel

On Monday, March 5, 2012, Jim Bell, CFP®, Founder and President of Bell Investment Advisors, was a featured speaker on ...
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White Papers

401(k) Plans: What Small Business Owners Should Know

Introduction by Jim Bell, CFP®, President and Founder, Bell Investment Advisors For many years, Bell Investment Advisors has enjoyed a ...
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Career Coaching

Fail at Something Every Day

Last week on CBS This Morning with Charlie Rose (March 8, 2012), I happened to see an interview with Sara ...
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Career Coaching

The Bow Stance

Archery is the national sport and pastime in Bhutan. Prior to a fortuitous business trip to Bhutan last fall, I ...
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