To get the latest news and updates from us, please fill out the form and click "Subscribe" to receive our e-newsletter.
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 allocation and strategy. Also, investment strategy diversification will be discussed.
Jim Bell, CFP®
President & Founder, Chief Investment Officer
Laurent Harrison, CFP®
Senior Investment Advisor, Financial Planner
If you are a client and want to attend, call us at 1.800.700.0089.
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