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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

May Market Commentary
June 3, 2020 In May, optimism related to the gradual reopening of the US economy persisted. After some initial …Read More

Video

Webinar: Economic Recovery – When will it begin? What shape will it take?
May 28, 2020 Presenters: Forrest Bell, CFP®, President and Senior Investment Advisor Laurent Harrison, …Read More

Publication

529 College Savings Plan Resources
November 1, 2019 529 Education Savings Plans are a meaningful topic for parents, grandparents, and anyone else who …Read More

Bell Investment Advisors, established in 1991, a privately-held, registered investment advisory firm located in Oakland, California in the San Francisco Bay Area, offers investment management, financial planning, and career/life coaching, all of which factor into Making a Good Life Happen® for their clients.