Archives

Shelter-in-Place and COVID-19

Out of concern for the health and safety of our employees, clients, and the public at large, Bell Investment Advisors is fully supporting the shelter-in-place directive that began Tuesday, March 17th, in Alameda County and several surrounding Bay Area counties. While our physical offices are closed, the entire Bell team is working remotely to provide …Read More

Bell in the Community

Last fall, team members Ramsay Leimenstoll and Tiffany Blaho carried on Bell’s tradition of sending volunteers to the Financial Planning Association’s “Free Financial Planning Day”. This event, taking place every year at the main branch of the San Francisco Public Library, provides members of the public with the opportunity to attend seminars on debt consolidation, …Read More

Schwab Phishing Attempt Reported

Bell received notification from our custodian, Charles Schwab, of a text message-based phishing attempt imitating Schwab. The phishing attempt appears to have been sent to a random set of phone numbers, not necessarily clients of Schwab or Bell Investment Advisors. The phishing attempt was conveyed through text messages appearing to come from Schwab, but in …Read More

2018 Schwab 1099 Availability

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

Open House – Postponed Due to Construction

Unfortunately, Our upcoming Open House event has been postponed due to the ongoing construction in and around our building. Once new event details are finalized , we will make a new announcement. We sincerely apologize for any inconvenience. Thank you.    

Forrest Bell, CFP® Promoted to President of Bell Investment Advisors

OAKLAND, CA. December 18, 2018/PRNewswire/ — Bell Investment Advisors (www.bellinvest.com) has announced that Forrest Bell, CFP® will succeed his father, founder of the firm, James F. Bell, CFP®, as President of Bell Investment Advisors, effective January 1, 2019. Jim Bell will continue in his role as Chief Investment Officer. The firm, now in its 28th …Read More

Bonnie Bell and Jim Bell, CFP® Honored at Festival Opera Gala

 Jim and Bonnie Bell were honored at the 2018 gala fundraiser for Festival Opera at Scott’s Seafood Restaurant in Walnut Creek on December 12. In addition to serving for three years at the helm of Festival Opera, Jim has also served as board chair for the Oakland Symphony. The Bells and Bell Investment Advisors have been …Read More

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

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


Video

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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