Open House – Postponed due to construction
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.
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
While the new law impacts individuals and the economy in a multitude of ways, in this webinar, Jim Bell, CFP®, Founder and Chief Investment Officer at Bell, will hone in on the law’s effects on charities and estates. Some of the questions he will address are: • What effect will the new standard deduction have …Read More
Bell Investment Advisors has been a major supporter of the Piedmont East Bay Children’s Choirs (PEBCC.org) for almost ten years. We are lifelong music lovers and consider our involvement with Bay Area music and arts organizations central to making a good life happen for our family, our business, ourselves, and our community. Both of Forrest’s …Read More
Join us for our quarterly Investment Committee Update webinar. Presenters will focus on: • Current abounding uncertainties: – International trade wars and tariffs – U.S. mid-term elections – Labor shortage in the U.S. • Economic strength and interest rates • Tax cuts for U.S. consumers and business • Solid U.S. corporate earnings growth Jim Bell, …Read More
Tune in to Jim Bell, CFP®, President & Founder, Bell Investment Advisors, as he presents a half-hour online webinar, “The Tariff Tantrum and the Trade Deficit”. • Deregulation and tax cuts from the Trump administration are constructive for businesses and investors. • Is Trump becoming destructive for 2018? • What does Trump NOT understand about …Read More
Join us for our quarterly Investment Committee Update online webinar. The stock market always brings these factors back into focus: the earnings growth rate leading economic indicators the daily advance/decline line The webinar will illuminate why these fundamentals ultimately drive the stock market. Additional topics will include a discussion of the “Trump factor”. Jim Bell, …Read More
The 2018 tax season is now upon us, and with that comes tax documentation to assist you in filing your return. All official tax reporting information will come directly from Schwab. Please see below for timelines (varies by document type). 1099 – Paper Mailing For retirement accounts, you should have already received your Form 1099-R. …Read More
