Webinar: 2020 1st Quarter Investment Committee and Market Update

2020 1st Quarter Investment Committee and Market Update Wednesday, March 25, 2 – 2:30 PM Please join us for our next webinar. Our team will share economic and market commentary, discuss the potential impact of current U.S. & world events on markets, and present the most recent thinking from the Investment Committee as it relates …Read More

Election Impact and an Update on the U.S. Economy

Election Impact and an Update on the U.S. Economy Wednesday, December 4th, 2 – 2:30 PM Join Senior Investment Advisor Laurent Harrison, CFP® and Portfolio Manager Ryan Kelley, CFA for our 4th Quarter Investment Committee webinar. The webinar will cover: 2020 election possibilities and potential impacts on the market An update on the recession signals …Read More

Webinar: How Likely is a U.S. Recession?

How Likely is a U.S. Recession? Wednesday, October 2nd, 2 – 2:30 PM Please join President and Senior Investment Advisor Forrest Bell, CFP® as well as Portfolio Manager Ryan Kelley, CFA® for 2019’s Third Quarter Investment Committee Webinar. Forrest and Ryan will discuss: What is the definition of a recession? How do recessions occur? What …Read More

Women’s Roundtable Event: La Dolce Vita

The Women’s Roundtable invites you to a wine and cheese gathering: La Dolce Vita: How to Reinvigorate and Energize Your Passions and Purpose – Italian Style! Join us October 23rd, 2019, from 6 – 8 pm for another gathering of The Women’s Roundtable. Meet with other women for friendly conversation while enjoying wine and antipasti, …Read More

Interest Rates, Tariffs, and Economic Growth

Please join our Founder & Chief Investment Officer Jim Bell, CFP® alongside our newest team member, Portfolio Manager Ryan Kelley, CFA, for our Second Quarter Investment Committee Update Webinar. Jim & Ryan will discuss current market questions with a spotlight on interest rates, tariffs & growth trends.                                            Register at:

Consequences of the New Tax Law on Charities & Estates

Jim Bell, CFP®, Founder and Chief Investment Officer of Bell Investment Advisors, is eager to educate community nonprofit organizations on the Tax Cuts and Jobs Act and its impact on philanthropy. At this Lunch and Learn, he will speak and take questions regarding: Qualified Charitable Distributions Strategies regarding standard vs. itemized deductions Changes to tax …Read More

New Date for our Open House: April 24th

Jim and Bonnie invite you to our Oakland office for an evening of friendly conversation, wine, and hors d’oeuvres, as we celebrate Forrest Bell’s appointment this year as President of Bell Investment Advisors. Guests are welcome, and the entire Bell team will be present. We look forward to seeing you!

Justice Ruth Bader Ginsburg: An intimate portrait of an unlikely rock star

All clients and friends are invited to join us as we host a screening of the Oscar-nominated documentary RBG. RBG is a revelatory film that explores Ruth Bader Ginsburg’s life as a law student, wife, mother, law professor and the 107th Supreme Court Justice of the United States. Through interviews with colleagues, life-long friends, and …Read More

Flexibility Moves the Market Upwards

The U.S. stock market is celebrating its best start to a new year since 1987. Join Bell Investment Advisors for a webinar exploring what the Fed’s and the White House’s flexibility have done for the market, and why it matters. Flexibility Around Interest Rates Flexibility Around Inflation Flexibility Around Trade Policy Negotiations Jim Bell, CFP®, …Read More

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

Market Analysis

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The New Year Rally
February 5, 2020 The New Year Rally After a strong 2019, U.S. stocks initially rang in the New Year by gaining three …Read More


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529 College Savings Plan Resources
November 1, 2019 529 Education Savings Plans are a meaningful topic for parents, grandparents, and anyone else who …Read More