Events

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Check back soon for a list our upcoming events.

Consequences of the New Tax Law on Charities & Estates

Type: Lunch and Learn
Date & Time: May 22, 2019, 12-1:30 pm
Location: Bell's Oakland office, 1111 Broadway, 16th Floor

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 …Read More

New Date for our Open House: April 24th

Type: Open House
Date & Time: April 24, 2019, 4-7 pm
Location: Bell's Oakland office, 1111 Broadway, 16th Floor

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 …Read More

Flexibility Moves the Market Upwards

Type: Investment Committee Update webinar
Date & Time: March 27, 2019, 2-2:30 pm
Location: Online

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 …Read More

Justice Ruth Bader Ginsburg: An intimate portrait of an unlikely rock star

Type: A co-ed event sponsored by The Women's Roundtable
Date & Time: March 20, 2019, 6-8 pm
Location: Bell's Oakland office, 1111 Broadway, 16th Floor

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 …Read More

2019: Trade War, Trade Resolution and Interest Rates

Type: Webinar
Date & Time: January 30, 2019 2-2:30 pm
Location: Online

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 …Read More

Mid-Term Aftermath

Type: Investment Committee Update webinar
Date & Time: December 19, 2018 2 -2:30 pm
Location: Online

Join us for our quarterly Investment Committee Update webinar as our presenters discuss these timely topics: Divided Government Stability of Tax and Deregulation Policies China Slowdown and Trade War Corporate Earnings Economic Strength Fed Policy 2019 …Read More

Justice Ruth Bader Ginsburg: An intimate portrait of an unlikely rock star

Type: The Women's Roundtable Wine & Cheese Gathering
Date & Time: October 24, 2018, 6 – 8:30 pm
Location: Bell's Oakland office, 1111 Broadway, 16th Floor

Join The Women’s Roundtable as we host a screening of the recently-released 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 …Read More

Are the Brightest Days Still Ahead?

Type: Investment Committee Update webinar
Date & Time: September 26, 2018, 2 – 2:30 pm
Location: online

Join us for our quarterly Investment Committee Update webinar. As we mark the nation’s longest bull market on record, our presenters will discuss: U.S. Earnings Growth Consumer Confidence Trade Disputes and Agreements International Equities U.S. …Read More

Consequences of the New Tax Law on Charities and Estates: What Nonprofits and Their Supporters Need to Know

Type: Webinar
Date & Time: August 21, 2 - 2:30 pm
Location: online

While the new law impacts individuals and the economy in a multitude of ways, in this webinar, Jim Bell, CFP®, Founder and Chief Investment Officer at Bell, will hone in on the law’s effects on charities and estates. Some of the questions he will …Read More

Golden Gate International Children’s & Youth Choral Festival

Type: A week of concerts!
Date & Time: July 9 through July 14
Location: Berkeley and Oakland

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 …Read More

Is This as Good as It’s Going to Get?

Type: Investment Committee Update webinar
Date & Time: June 27, 2018, 2 - 2:30 pm
Location: online

Join us for our quarterly Investment Committee Update webinar. Presenters will focus on: • Current abounding uncertainties: – International trade wars and tariffs – U.S. mid-term elections – Labor shortage in the U.S. • Economic strength and …Read More

Apr. 18, 2018 – The Tariff Tantrum and the Trade Deficit

Type: webinar
Date & Time: April 18, 2 - 2:30 pm
Location: Online! Register at bit.ly/123tariff

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”. • Deregulation and tax cuts from the Trump administration are constructive …Read More

Mar. 28, 2018 – What’s Driving This Market Now? Don’t Fight the Fundamentals

Type: Investment Committee Update Webinar
Date & Time: March 28, 2018, 2 - 2:30 pm
Location: Online! Register at bit.ly/BellMarketDriving

Join us for our quarterly Investment Committee Update online webinar. The stock market always brings these factors back into focus: the earnings growth rate leading economic indicators the daily advance/decline line The webinar will illuminate why these …Read More

Mar. 21, 2018 – PRACTICAL WELLNESS: Affordable, Approachable Strategies for a Happier Mind & Healthier Body

Type: The Women's Roundtable Wine & Cheese Gathering
Date & Time: March 21, 2018, 6 - 8 pm
Location: Bell's Oakland office, 1111 Broadway, 16th Floor

Join us for another gathering of The Women’s Roundtable, an opportunity to meet in friendly conversation while enjoying wine and hors d’oeuvres, and to be inspired by the evening’s guest speaker, who will focus on strategies to enhance our health …Read More

Jan. 24, 2018 – Retirement Spending: A Blueprint of Smart & Strategic Distributions

Type: Lunch Seminar
Date & Time: January 24, 2018, 12 - 1:30 pm
Location: Bell's Oakland office, 1111 Broadway, 16th Floor

This is a repeat of the filled-to-capacity October 2017 event! 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 …Read More

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Market Analysis

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Best Quarter for U.S. Stocks Since 2009
April 5, 2019 The breadth of the U.S. stock market gain in the first quarter of 2019 caused all sectors of the …Read More

Video

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Flexibility Moves the Market Upwards
April 8, 2019 The U.S. stock market is celebrating its best start to a new year since 1987. Join Bell Investment …Read More

Publication

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Middle Retirement Planning
April 17, 2019 If you read financial planning textbooks, you might be left with the impression that people report …Read More

Latest News

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

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