Organizations

Giving Back to Our Community

Oakland Symphony

Piedmont East Bay Children’s Choir

Rebuilding Together Oakland | East Bay

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®, Chairman & Founder

Read more about the grant.

Market Analysis

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A Mountain-Shaped Month for Stocks
November 4, 2020

A Mountain-Shaped Month for Stocks After a 5.7% rise in the U.S. stock market during the first …Read More


Video

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Webinar: 2020 Election Impact – What Investors Should Know
October 22, 2020 Presenters: Laurent Harrison, CFP®, Senior Investment Advisor and Financial Planner Ryan Kelley, …Read More

Career/Life Coaching Blog

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Thoughts from Bonnie on Balance in Times of Stress
May 12, 2020

Originally Posted March 15, 2011 Back in 2011, the world was in a different form of crisis. The …Read More