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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Our Market Analysis for January 2017
February 2, 2017

Although still positive for the month, the so called Trump Rally took a breather in January. There i...


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Year-End Review and 2017 Preview
January 24, 2017

The presenters review the market activity and the economic events of 2016, as well as preview what 2


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Don’t Pay Attention to Predictions
January 24, 2017

2016 was a horrible year for professional predictors, forecasters, fortune tellers, and pollsters. T...

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Bell Investment Advisors Hosts Oakland Evening Event, “TELL ME SOMETHING GOOD: Discovering positive social impact in Oakland and in your investment portfolio”

OAKLAND, Calif. September 8, 2016 /PR Newswire/ — Bell Investment Advisors has announced it will be hosting a special wine and cheese reception and seminar…

 

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