The Women’s Roundtable at Bell Investment Advisors

The Women’s Roundtable at Bell Investment Advisors

In case you didn’t know – say, you just started following my blog because of your interest and/or concern about career/life issues – you might not know what the rest of Bell Investment Advisors is all about. We are a privately-owned registered investment advisory firm in our 22nd year of business, conducting investment management, financial planning, and career and life coaching, all of which we consider important dimensions of a larger conversation, which is about living a good life. After all, that is the point of it all, isn’t it? That’s why we say, “It’s not just about your money; it’s about your life.”

A good life doesn’t happen all by itself, just because you want it to or hope it will. Hope is not a strategy. At some point, you have to get clear about what you think a good life is for you, develop a plan for how you are going to get where you want to go, and then you need to take effective action. You may find you need or want some help along the way. That’s where we might step in to assist you. All of our offers stand alone, or they can be packaged, depending on your interests and needs. Many of our services are free. Our blogs and website library offer valuable content that can educate and serve you. I cover career and life issues in my blog, but we also have a finance blog, which covers important current financial issues, many of which are or will become relevant to you at some point. This finance blog, Momentum, can, like mine, be found by going to our home page at In the upper right corner, click on the brownish red blog icon for Momentum and the yellow icon for Career/Life. Almost every week there is a new post on Momentum about an important financial matter.

Today I want to let all of you – my readers – know that in the last week of January 2013, Bell Investment Advisors announced something new: The Women’s Roundtable, a learning cooperative for and by women, led in-house by one of our senior investment advisors, Marivic Hammond, who wrote the following in her first Momentum post:

“Our aim is to provide an enriching environment in which to learn and share ideas that impact our financial goals. When we evaluate our overall financial location, do we view it from every angle? Are investments positioned for long-term planning or short-term goals? How can you engage family members in discussions around wealth planning? Can you make your money multitask? Our goal is to keep things practical – we want to provide thoughtful commentary and be a resource for timely financial news and content. We will deliver this through a year-long series of education seminars on various themes and topics, with diverse perspectives from our expert partners and women facing similar challenges and everyday concerns. This is our roundtable. Let’s talk.”

I hope you will regularly sample Momentum, our weekly finance blog, and if you are especially interested in The Women’s Roundtable, check the fourth blog post each month. It will contain up-to-date information on webinars, seminars, and other events of special interest and relevance to women.

Let’s all get busy making a good life happen!

Our dear Bonnie Bonetti-Bell was the force behind our Career/Life Coaching services, until her passing in 2019. As a principal of our firm, Bonnie had an innate talent for seeing the best in people. Moreover, she helped others see the best in themselves. Bonnie is fondly remembered and deeply missed.

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