News & Events

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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

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  • #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.

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Events

PrintLast-Minute Strategies for 2010 and a Look Forward to 2011

Webinar Event
event date & time: December 08, 2010 at 2:00 pm

Presenters:
Matt King, CFA, Managing Director, Chief Investment Officer
Dana Nelson, Portfolio Manager
 
Join us for a discussion about how potential year-end tax law changes could affect the market and your portfolio. Get last-minute tips for 2010 as well as Bell’s projections for 2011 on topics including the stock market, interest rates and inflation.

To view the video of this webinar click here.

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