The Latest

Events

Making a Good Life Happen: the Lunch
event date & time: June 27, 2012 at 12:00 pm
An Educational Seminar on Appropriate and Inappropriate Uses of Annuities
event date & time: May 31, 2012 at 12:00 pm
Twice Heroes: The Story of America’s Nisei Veterans
event date & time: May 24, 2012 at 5:30 pm
Season Finale: Do That VooDoo
event date & time: May 18, 2012 at 8:00 pm

News

Bell Investment Advisors Sponsors Oakland East Bay Symphony’s Season Finale
posted: May 10, 2012
Rebuilding Together Oakland & Bell Investment Advisors Support National Rebuilding Day
posted: May 4, 2012
Jim Bell, CFP®, Founder & President of Bell Investment Advisors, a Featured Speaker on Top Advisor Panel
posted: March 23, 2012
Bell Investment Advisors Offers Webinar, Why Education Planning Should Be Part of Your Financial Plan.
posted: March 15, 2012

Sign-up for our newsletter

To get the latest news and updates from us, please fill out the form and click Subscribe to receive our newsletter.









  • #Housing starts +2.6% in Apr. 6mo moving avg at highest level since Dec’08. Building activity gaining #momentum. Overweight #homebuilders.
    20 hours 38 min ago.
  • Industrial production +1.1% in Apr, most since Dec’10 & above consensus of +0.6%. Positive news after flat-lining in February & March.
    22 hours 12 min ago.
  • CNBC: Even Pros Don’t Like #Stocks: Could that be a #Bullish Sign? http://t.co/uMnm0lI1
    1 day 2 hours ago.
  • A prime example of why employees should not hold more than 5%-10% of company stock in their portfolio. http://t.co/SuTn72D1
    1 day 22 hours ago.
  • Consumer Price Index (i.e. inflation) basically flat in Apr & in line w/ consensus. 2.3% YOY, lowest since Feb’11. #Disinflation continues.
    1 day 23 hours ago.

Archive

Click here to view archive.

Events

PrintWhy Education Planning Should Be Part of Your Financial Plan

Webinar
event date & time: March 21, 2012 at 2:00 pm

Presenters:
Forrest Bell, CFP®, Senior Investment Advisor,Financial Planner
Laurent Harrison, Investment Advisor

Join us for an education planning webinar and learn about:

  •  • Methods and strategies for saving for your children’s or grandchildren’s education
  •  • College and college-related costs
  •  • Financial impact that saving for education can have on other financial goals
  •  • 529 Plans: Are they a good option for you?
  •  • How to prepare for college costs

Reserve your spot now by registering today at: https://www2.gotomeeting.com/register/991426938

Comments

Post new comment

The content of this field is kept private and will not be shown publicly.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Allowed HTML tags: <a> <em> <strong> <cite> <code> <ul> <ol> <li> <dl> <dt> <dd>
  • Lines and paragraphs break automatically.

More information about formatting options

CAPTCHA
This question is for testing whether you are a human visitor and to prevent automated spam submissions.
Image CAPTCHA
Enter the characters shown in the image.