Webinar: 2020 Election Impact – What Investors Should Know

The upcoming election is top-of-mind for all of us, along with its potential impact on day-to-day life, laws, regulations, the economy, and the markets. Next Thursday at noon Pacific, join Senior Investment Advisor Laurent Harrison, CFP® and Portfolio Manager Ryan Kelley, CFA® for a discussion of: The History of U.S. Presidential Elections and the Markets …Read More

Webinar: Economic Recovery – How Might 2020 End?

Investment Committee Webinar Wednesday, July 22, 2 – 2:45 PM Please join Senior Investment Advisor & Financial Planner Laurent Harrison, CFP®, and Portfolio Manager Ryan Kelley, CFA® for our next Investment Committee webinar. Laurent and Ryan will discuss: 2020 So Far: Where Do We Stand? A V-Shaped Recovery in a U-Shaped World Taking Advantage of …Read More

Webinar: Economic Recovery – When will it begin? What shape will it take?

Investment Committee Webinar Wednesday, May 20, 2 – 2:45 PM As we help our clients navigate the financial impact of the COVID-19 crisis, certain questions consistently rise to the surface of our conversations: How does Bell view the current market environment? When will a sustained recovery start and how might it look? Join President Forrest …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

Market Analysis

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“There Are Better Things Ahead Than Any We Leave Behind”
January 6, 2021

As December came to a close, the global equity markets added several percentage points to their …Read More


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Webinar: 2020 Election Impact – What Investors Should Know
October 22, 2020 Presenters: Laurent Harrison, CFP®, Senior Investment Advisor and Financial Planner Ryan Kelley, …Read More

Career/Life Coaching Blog

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Thoughts from Bonnie on Balance in Times of Stress
May 12, 2020

Originally Posted March 15, 2011 Back in 2011, the world was in a different form of crisis. The …Read More