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Mid-Term Aftermath

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

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

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

Are the Brightest Days Still Ahead?

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

Consequences of the New Tax Law on Charities and Estates: What Nonprofits and Their Supporters Need to Know

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

Golden Gate International Children’s & Youth Choral Festival

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

Is This as Good as It’s Going to Get?

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

Apr. 18, 2018 – The Tariff Tantrum and the Trade Deficit

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

Mar. 28, 2018 – What’s Driving This Market Now? Don’t Fight the Fundamentals

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

Mar. 21, 2018 – PRACTICAL WELLNESS: Affordable, Approachable Strategies for a Happier Mind & Healthier Body

Join us for another gathering of The Women’s Roundtable, an opportunity to meet in friendly conversation while enjoying wine and hors d’oeuvres, and to be inspired by the evening’s guest speaker, who will focus on strategies to enhance our health and well-being. On March 21, Liz O’Carroll, Founder, Misfit Wellness (https://www.misfitwell.com/) will share information with us on: Integrating …Read More

Jan. 24, 2018 – Retirement Spending: A Blueprint of Smart & Strategic Distributions

This is a repeat of the filled-to-capacity October 2017 event! Use your investment accounts to create a monthly paycheck in retirement. Tailor your distributions to meet your needs before and after receiving Social Security. Coordinate distributions to minimize taxes. Avoid penalties, and ensure you satisfy your Minimum Required Distribution. Guest Speaker: Bob Heywood, Esq. Bell …Read More

Market Analysis

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“Stocks are falling. I’m buying them anyway.” – 12/4/18
December 5, 2018 The above is a quote from Jeff Sommers as the title of his 11/18/2018 “Strategies” column in …Read More

Publication

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Do You Have a Bias Against International Small-Cap Stocks?
October 25, 2018 With the S&P 500 fully recovered from the correction earlier this year, and hovering near its …Read More

Latest News

Piedmont East Bay Children’s Choir Candlelight Concert

Bell Investment Advisors has been a major supporter of the Piedmont East Bay Children’s Choir (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, and our community. On Sunday, December 2 from …Read More

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