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Investment Committee Update (for clients only)

Webinar
August 24, 2017, 3 – 3:30 pm
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 allocation and strategy. Also, investment strategy diversification will be discussed.

Presenters:
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.

 

Market Analysis

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“Stocks are falling. I’m buying them anyway.” – 12/4/18
December 5, 2018 The above is a quote from Jeff Sommers as the title of his 11/18/2018 “Strategies” column in …Read More

Publication

bellinvest publicaion
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

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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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