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Don’t Get Caught Asking the Wrong Question. Investment Committee Update 11.29.2017 (for clients only)

Webinar
November 29, 2 – 2:30 pm
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 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.

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

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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

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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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