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Check back soon for a list our upcoming events.

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...

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Market Analysis

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Market Analysis – April 2017
May 4, 2017

Scott Wittman, Chief Investment Officer at American Century Investments, is one of the investment pr...


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

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California Real Estate and Retirement Possibilities
April 18, 2017

A caption to a Wall Street Journal article from November 2016 read, “Home prices set a record in S...

Latest News

Bell Investment Advisors Sponsors Oakland Symphony’s Season Finale, “Guys and Dolls in Concert”

OAKLAND, Calif., May 9, 2017 /PRNewswire/ — Bell Investment Advisors (www.bellinvest.com) has announced the firm is sponsoring the final concert of the Oakland Symphony’s 2016/17 season at the historic Paramount Theatre, 2025 Broadway, downtown Oakland, May 19, 8 pm. Maestro Michael Morgan will conduct Frank Loesser’s celebrated “Guys and Dolls”. Bryan Nies, Assistant Conductor, will […]

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