EVENTS (Click title.)

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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...

Making a Good Life Happen® — the Lunch

Type: Come for lunch, and improve your life...
Date & Time: April 26, 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!...

President Trump: The First 60 Days

Type: Online Webinar
Date & Time: Wednesday, March 29, 2 – 2:30 pm
Location: Online

Join us for a discussion of the Trump administration’s actions and policies that are relevant to investors and an exploration of the threats and opportunities that could follow....

The Collective Power of Women: The History of Oakland’s Women’s Clubs

Type: Wine & Cheese Gathering
Date & Time: Wednesday March 15, 6 – 8 pm
Location: Our downtown Oakland office, 1111 Broadway, Suite 1630

Celebrate Women’s History Month with The Women’s Roundtable at Bell Investment Advisors. Kathleen DiGiovanni, a Senior Librarian with the Oakland Public Library, will be speaking about the Women’s Club Movement in Oakland, a long tradition that h...

Investment Committee Update (for clients only)

Type: Webinar
Date & Time: February 22, 2017
Location: Online

Presenters: Jim Bell, CFP® President & Founder, Chief Investment Officer Laurent Harrison, CFP® Senior Investment Advisor, Financial Planner In this half-hour webinar, get access to the latest thinking and discussion from our January 2017 Investmen...

Making a Good Life Happen® — the Lunch

Type: Come for lunch, and improve your life...
Date & Time: January 25, 2016, 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!...

Year-End Review & 2017 Preview

Type: Webinar
Date & Time: January 18, 2017, 2 – 2:30 pm
Location: Online

The presenters will review the market activity and the economic events of 2016, as well as preview what 2017 may have in store for investors. They will address The Trump market rally (And how long will it last?), Trump administration policies and sector r...

Investment Committee Update (for clients only)

Type: Webinar
Date & Time: November 16, 2016 at 2 pm
Location: Online

In this half-hour webinar, get access to the latest thinking and discussion from our October 2016 Investment Committee meeting — including updates, analysis, and discussion of current market conditions, market valuation, leadership trends, and our curre...

Making a Good Life Happen® — the Lunch

Type: Come for lunch, and improve your life...
Date & Time: October 19, 2016, 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!...

SOCIAL IMPACT INVESTING: Promoting positive change within your portfolio

Type: Webinar
Date & Time: September 28, 2016 at 2 pm
Location: online

Learn how to support the causes you care about and how you can avoid controversial industries. Break down the myth of underperformance — you don’t have to sacrifice return to invest in your values. Hear about the impact social funds ...

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Market Analysis

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Market Analysis – September 2017
October 4, 2017

September Surprise! On average, September is the worst month of the year for stock market performanc...


Video

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President Trump: The First Sixty Days
April 5, 2017

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


Publication

bellinvest publicaion
Strength in Numbers: A Golden First Half for Global Stocks
July 26, 2017

By no means am I an authentic basketball fan. For example, I do not under-stand a pick and roll. But...

Latest News

Charitable Giving During the Retirement Years: A “Choirside” Lecture

The Piedmont East Bay Children’s Choir is hosting a presentation on October 28 by Jim Bell, CFP®, President and Founder of Bell Investment Advisors, for parents and grandparents of chorus members — and opening the event to others in the community who are interested in attending. The half hour talk on giving during the retirement […]

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