Organizations

Giving Back to Our Community

Oakland Symphony

Piedmont East Bay Children’s Choir

Rebuilding Together Oakland | East Bay

Bell Youth-in-the-Arts Grant

Because we believe that the arts enrich the community and contribute to its vitality, as well as being essential to a well-rounded education for youth, for the last several years we were happy to provide an annual grant to an Oakland organization helping further arts education for young people, especially in underserved communities.

We believe that the arts enrich the community and contribute to its vitality, as well as being essential to a well-rounded education for youth.

As ongoing cuts in public education typically result in the elimination of the arts programs from schools, we want to be part of the solution to the problem by supporting arts for youth in our community and encouraging other businesses to follow suit.

— Jim Bell CFP®, President and Founder

Read more about the grant.

Market Analysis

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“Stocks are falling. I’m buying them anyway.” – 12/4/18
December 5, 2018 The above is a quote from Jeff Sommers as the title of his 11/18/2018 “Strategies” column in …Read More

Video

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Mid-Term Aftermath
December 21, 2018 Join us for our quarterly Investment Committee Update webinar as our presenters discuss timely …Read More

Publication

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Do You Have a Bias Against International Small-Cap Stocks?
October 25, 2018 With the S&P 500 fully recovered from the correction earlier this year, and hovering near its …Read More

Latest News

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2019: Trade War, Trade Resolution and Interest Rates

Join us as we review 2018 and discuss what 2019 may have in store for investors: Does the poor end to 2018 mean better things for this year? How will politics and the Federal Reserve factor in? Will market volatility persist? Can the global economic slowdown reverse itself? Jim Bell, CFP®, Founder and Chief Investment …Read More

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