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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 Committee meetings, including updates, analysis, and discussion of:
• Current market conditions
• Market valuation
• Leadership trends
• Our current allocation and strategy
Jim Bell, CFP®
President and Founder, Chief Investment Officer
Rohan Nayak, CFP®
Portfolio Manager, Investment Advisor
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
