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Is This as Good as It’s Going to Get?

Join us for our quarterly Investment Committee Update online webinar.

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”.

What’s Driving This Market Now? Don’t Fight the Fundamentals

Join us for our quarterly Investment Committee Update online webinar.

Why is the Market So Strong, and What Could Go Wrong?

Join us as we explore these questions in our half hour webinar to discuss topics like What does the tax bill mean for 2018..

Retirement Spending: A Blueprint for Smart & Strategic Distributions

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

President Trump: The First Sixty Days

A discussion of the Trump administration’s actions and policies that are relevant to investors and an exploration of the threats…

Year-End Review and 2017 Preview

The presenters review the market activity and the economic events of 2016, as well as preview what 2017 may have in store…

SOCIAL IMPACT INVESTING: Promoting Positive Change Within Your Portfolio

In this half-hour webinar video learn how you can support the causes you care about and avoid controversial industries…

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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