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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Best Quarter for U.S. Stocks Since 2009
April 5, 2019 The breadth of the U.S. stock market gain in the first quarter of 2019 caused all sectors of the …Read More

Publication

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Middle Retirement Planning
April 17, 2019 If you read financial planning textbooks, you might be left with the impression that people report …Read More

Latest News

Schwab Phishing Attempt Reported

Bell received notification from our custodian, Charles Schwab, of a text message-based phishing attempt imitating Schwab. The phishing attempt appears to have been sent to a random set of phone numbers, not necessarily clients of Schwab or Bell Investment Advisors. The phishing attempt was conveyed through text messages appearing to come from Schwab, but in …Read More

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