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: http://bit.ly/ICUpdateJune2019
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
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!
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
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
Unfortunately, our Open House event has been postponed due to construction issues in our building. Once new event details are finalized, we will make a new announcement. We apologize for any inconvenience.
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
Join us for our quarterly Investment Committee Update webinar as our presenters discuss these timely topics: Divided Government Stability of Tax and Deregulation Policies China Slowdown and Trade War Corporate Earnings Economic Strength Fed Policy 2019 Outlook Jim Bell, CFP®, Founder, Chief Investment Officer Corinne Salera Bedford, CFP®, Portfolio Manager, Investment Advisor Register at: bit.ly/aftermth
Join The Women’s Roundtable as we host a screening of the recently-released 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, lifelong friends, and family, the film follows the span …Read More
Join us for our quarterly Investment Committee Update webinar. As we mark the nation’s longest bull market on record, our presenters will discuss: U.S. Earnings Growth Consumer Confidence Trade Disputes and Agreements International Equities U.S. Monetary Policy and the Bond Market Jim Bell, CFP®, Founder, Chief Investment Officer Corinne Salera Bedford, CFP®, Portfolio Manager, Investment …Read More
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
