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 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
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
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
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
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
