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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

Bonnie and Jim Bell at the 2018 Oakland Symphony Gala on November 10

Jim and Bonnie Bell, along with over 150 other joyful attendees, had a grand time at the 2018 gala fundraiser for the Oakland Symphony at the Rotunda Building in downtown Oakland on November 10. This year Bonnie served on the gala’s organizing committee. The Bells and Bell Investment Advisors have been ardent fans and supporters of …Read More

Laurent Harrison, CFP® Volunteers at Free Financial Planning Day

Laurent Harrison, CFP®, Senior Investment Advisor and Financial Planner at Bell Investment Advisors, participated as a volunteer in Santa Rosa on Saturday, November 3 at Free Financial Planning Day, sponsored by the Financial Planning Association of San Francisco. Along with other local CERTIFIED FINANCIAL PLANNERS™, he offered no-cost financial planning consultations to families affected by …Read More

Jim Bell Interviewed on Sears Bankruptcy

Jim Bell, CFP®, Founder and Chief Financial Officer of Bell Investment Advisors, offers his personal perspective on the Sears’ bankruptcy. He is quoted, along with President Trump and others, in Christopher Hall’s article, “What Consumers are Saying About Sears’ Downfall”, published October 22, 2018 in the Sourcing Journal. Read the full article here: Sears Downfall …Read More

Ramsay Leimenstoll Quoted on Emergency Funds

Ramsay Leimenstoll, Bell’s Paraplanner on the Financial Planning team, was recently consulted, along with other financial experts from around the country, on the topic of personal and family emergency funds. The result is an edifying blog post, “How Much Should I Put into My Emergency Fund?” on the website of Earnest, a loan provider/refinancer. Ramsay’s …Read More

John Emerson Addresses Bell Investment Committee

The Bell Investment Advisors Investment Committee had the great privilege on July 11, 2018 to be visited by the distinguished John B. Emerson, American diplomat, lawyer, and former U.S. Ambassador to Germany, who was appointed by President Obama to serve on his Advisory Committee for Trade Policy and Negotiations. He currently works in global distribution …Read More

NorCal Conference Inspires

Every year, representatives of the Bell Investment Advisors financial planning staff attend the Financial Planning Association NorCal Conference in San Francisco as part of a continuing desire to maintain the highest standards of excellence in Bell’s financial planning practices, as well as to pursue ongoing professional education. On May 29 and 30 of this year, …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

At His Address to the Oakland Chamber of Commerce, Jim Bell, CFP® Offers to Speak to Nonprofits About TCJA’s Impact on Charitable Giving.

On May 22, 2018 Jim Bell, CFP®, President and Founder of Bell Investment Advisors, addressed members of the Oakland Chamber of Commerce regarding the new Tax Cuts and Jobs Act and its impacts on philanthropy. Over thirty members of the Chamber were in attendance, including representatives from notable local nonprofits. Jim guided attendees through the law’s …Read More

Jim Bell Interviewed by Reuters on Trade

    Jim Bell, CFP®, President and Founder of Bell Investment Advisors, was recently interviewed by a Reuters news reporter, Stephen Culp. The topic was trade tariffs, for an article which was published online May 17. Jim has recently been writing and presenting on the topic. You can: Read the full Reuters article, “Wall St. ends …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

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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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