Events

EVENTS

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Check back soon for a list our upcoming events.

Webinar: 2020 Election Impact – What Investors Should Know

Type: Webinar
Date & Time: October 22 at 12pm PDT
Location:

The upcoming election is top-of-mind for all of us, along with its potential impact on day-to-day life, laws, regulations, the economy, and the markets. Next Thursday at noon Pacific, join Senior Investment Advisor Laurent Harrison, CFP® and Portfolio …Read More

Webinar: Economic Recovery – How Might 2020 End?

Type: Webinar
Date & Time: July 22nd at 2pm
Location: Online

Investment Committee Webinar Wednesday, July 22, 2 – 2:45 PM Please join Senior Investment Advisor & Financial Planner Laurent Harrison, CFP®, and Portfolio Manager Ryan Kelley, CFA® for our next Investment Committee webinar. Laurent and Ryan …Read More

Webinar: Economic Recovery – When will it begin? What shape will it take?

Type: Webinar
Date & Time: May 20th from 2 – 2:45 PM
Location: Online

Investment Committee Webinar Wednesday, May 20, 2 – 2:45 PM As we help our clients navigate the financial impact of the COVID-19 crisis, certain questions consistently rise to the surface of our conversations: How does Bell view the current market …Read More

Election Impact and an Update on the U.S. Economy

Type: Webinar
Date & Time: December 4 from 2-2:30 pm
Location: Online

Election Impact and an Update on the U.S. Economy Wednesday, December 4th, 2 – 2:30 PM Join Senior Investment Advisor Laurent Harrison, CFP® and Portfolio Manager Ryan Kelley, CFA for our 4th Quarter Investment Committee webinar. The webinar will …Read More

Women’s Roundtable Event: La Dolce Vita

Type: Live Event
Date & Time: October 23 at 6 pm
Location: Bell Investment Advisors HQ: 1111 Broadway, 16th Floor, Suite 1630, Oakland, CA

The Women’s Roundtable invites you to a wine and cheese gathering: La Dolce Vita: How to Reinvigorate and Energize Your Passions and Purpose – Italian Style! Join us October 23rd, 2019, from 6 – 8 pm for another gathering of The Women’s …Read More

Webinar: How Likely is a U.S. Recession?

Type: Webinar
Date & Time: October 2 from 2-2:30 pm
Location: Online

How Likely is a U.S. Recession? Wednesday, October 2nd, 2 – 2:30 PM Please join President and Senior Investment Advisor Forrest Bell, CFP® as well as Portfolio Manager Ryan Kelley, CFA® for 2019’s Third Quarter Investment Committee Webinar. Forrest …Read More

Interest Rates, Tariffs, and Economic Growth

Type: Investment Committee Update webinar
Date & Time: June 26, 2019, 2-2:30 PM (PDT)
Location: Online

Please join our Founder & Chief Investment Officer Jim Bell, CFP® alongside our newest team member, Portfolio Manager Ryan Kelley, CFA, for our Second Quarter Investment Committee Update Webinar. Jim & Ryan will discuss current market questions …Read More

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

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Market Analysis

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A Mountain-Shaped Month for Stocks
November 4, 2020

A Mountain-Shaped Month for Stocks After a 5.7% rise in the U.S. stock market during the first …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