Events

EVENTS (Click title.)

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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

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? …Read More

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 …Read More

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 …Read More

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. …Read More

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 …Read More

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 …Read More

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Market Analysis

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Don’t Try to Catch a Falling Knife
November 2, 2018 You are not going to like your October statements. The U.S. and international stock markets have …Read More

Publication

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Do You Have a Bias Against International Small-Cap Stocks?
October 25, 2018 With the S&P 500 fully recovered from the correction earlier this year, and hovering near its …Read More

Latest News

Piedmont East Bay Children’s Choir Candlelight Concert

Bell Investment Advisors has been a major supporter of the Piedmont East Bay Children’s Choir (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 good life happen for our family, our business, and our community. On Sunday, December 2 from …Read More

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