News & Events

Sign up for our monthly Bell e-News.

To get the latest news and updates from us, please fill out the form and click "Subscribe" to receive our e-newsletter.

Consequences of the New Tax Law on Charities and Estates: What Nonprofits and Their Supporters Need to Know

Webinar
August 21, 2 - 2:30 pm
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 address are:

• What effect will the new standard deduction have on charitable giving?
• How do qualified charitable distributions become even more important?
• How might estate tax changes influence charitable giving?

The talk should be of particular interest to all nonprofit professionals seeking to learn more about how the new tax law will impact individual donors, their supporters, and nonprofits in general.

Register at bit.ly/NTLnonprofits

Market Analysis

White paper feature image
Best Quarter for U.S. Stocks Since 2009
April 5, 2019 The breadth of the U.S. stock market gain in the first quarter of 2019 caused all sectors of the …Read More

Publication

bellinvest publicaion
Middle Retirement Planning
April 17, 2019 If you read financial planning textbooks, you might be left with the impression that people report …Read More

Latest News

Schwab Phishing Attempt Reported

Bell received notification from our custodian, Charles Schwab, of a text message-based phishing attempt imitating Schwab. The phishing attempt appears to have been sent to a random set of phone numbers, not necessarily clients of Schwab or Bell Investment Advisors. The phishing attempt was conveyed through text messages appearing to come from Schwab, but in …Read More

Latest Tweet

Connect With Us

bellinvest 20 year