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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 addre...

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 goo...

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 int...

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 ...

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 f...

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 ...

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 mi...

Jan. 17, 2018 – Why Is the Market So Strong, and What Could Go Wrong?

Type: Webinar
Date & Time: January 17, 2 - 2:30 pm
Location: online

What does the tax bill mean for 2018? What impact will Federal Reserve policy and the new Fed Chair have on the bond market? International equities are back in favor… will the rally continue? Can the low volatility environment we saw in 2017 persist? Jo...

Don’t Get Caught Asking the Wrong Question. Investment Committee Update 11.29.2017 (for clients only)

Type: Webinar
Date & Time: November 29, 2 – 2:30 pm
Location: online

The Right Question: Do you have the optimal investment allocation to complete your life plan successfully? Join this half-hour webinar, for an exploration of the question and to get access to the latest thinking and discussion from recent Investment Comm...

Retirement Spending: A Blueprint for Smart & Strategic Distributions

Type: Lunch Seminar
Date & Time: Wednesday, October 25, 2017, 12 - 1:30
Location: Bell's Oakland office, 1111 Broadway, 16th Floor

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 Mini...

Inspiring All Girls to Be STRONG, SMART & BOLD: An evening with Girls Inc. of Alameda County

Type: The Women's Roundtable Wine & Cheese Gathering
Date & Time: September 27, 2017, 6 – 8 pm
Location: Bell's Oakland office, 1111 Broadway, 16th Floor

Julayne Virgil, CEO of Girls Inc. of Alameda County, will discuss how Girls Inc. prepares local young women for college, career, and leadership. Elisa Campos, Girls Inc. alumna and recent college graduate, will share her insights and personal experience. ...

Making a Good Life Happen® — the Lunch

Type: Come for lunch, and improve your life . . .
Date & Time: September 20, 2017, 12 - 1:30 pm
Location: Our downtown Oakland office, 1111 Broadway, Suite 1630

Join us for lunch, networking with interesting professionals, and an opportunity to learn about our firm’s philosophy, “Making a Good Life Happen”. This could have a direct impact on your future! Hosts: Jim Bell, CFP®, President and Founder, and Bo...

Investment Committee Update (for clients only)

Type: Webinar
Date & Time: August 24, 2017, 3 – 3:30 pm
Location: online

In this half-hour webinar, get access to the latest thinking and discussion from a recent Investment Committee meeting — including updates, analysis, and discussion of current market conditions, market valuation, leadership trends, and our current allo...

Investment Committee Update (for clients only)

Type: Webinar
Date & Time: June 14, 2017
Location: online

In this half-hour webinar, get access to the latest thinking and discussion from a recent Investment Committee meeting — including updates, analysis, and discussion of: Current market conditions Market valuation Leadership trends Our current allocation ...

The Women’s Roundtable – Breaking Barriers One Note at a Time: The Story of Olga Samaroff

Type: Wine & Cheese Gathering
Date & Time: May 17, 2017, 6 – 8 pm
Location: Our downtown Oakland office, 1111 Broadway, suite 1630

Referred to as ‘The Eleanor Roosevelt of Music’, Olga Samaraoff was a groundbreaking concert pianist who made tremendous strides in the early part of the 20th century. In a time of considerable gender bias, Olga self-produced her debut at Carnegie Ha...

Insight into the College Admissions Process: Charting a Course of Action

Type: Live Lunch Presentation
Date & Time: May 16, 2017, 12 – 1:30 pm
Location: Our downtown Oakland office, 1111 Broadway, Suite 1630

In his presentation designed for parents of college-bound teenagers, Mr. Grant will provide insight into the current college admissions landscape, highlighting the institutional priorities that drive admission decisions. With that context in mind, he will...

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Market Analysis

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Technology and Small Caps Score Best Sectors for Q2 and 2018 (7/5/2018)
July 3, 2018

The Dow Jones Industrial Average and the S&P 500 reached the end of the second quarter well below th...


Video

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Is This as Good as It’s Going to Get?
June 27, 2018

Join us for our quarterly Investment Committee Update online webinar.


Publication

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Trump Punishes Craft Beer
April 19, 2018

Thanks to the St. Patrick’s Day editorial page of the Wall Street Journal, I learned about America...

Latest News

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, […]

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