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Open House – New Date

Open House
April 24, 2019, 4-7 pm
Bell's Oakland office, 1111 Broadway, 16th Floor

Please save the date for an evening of friendly conversation while enjoying wine and hors d’oeuvres. Clients and guests are welcome. Details to follow.

Bell Investment Advisors’ office
1111 Broadway, 16th Floor, Oakland, CA 94607
City Center Parking accessible from 11th Street at Clay

The entire Bell team will be present. We look forward to seeing you!

Please let us know if you will be attending: 800.700.0089, ext.100 or RSVP@bellinvest.com

 

Market Analysis

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February Celebrates Flexibility – 3/4/2019
March 5, 2019 The U.S. stock market is celebrating its best start to a new year since 1987. One big factor that …Read More

Video

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2019 Threats and Opportunities
February 14, 2019 Join us as we review 2018 and discuss what 2019 may have in store for investors: Does the poor end …Read More

Publication

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“It Was the Best of Times, It Was the Worst of Times . . .”
January 31, 2019 …So wrote Charles Dickens in his famous opening line of A Tale of Two Cities. Dickens wrote this …Read More

Latest News

2018 Schwab 1099 Availability

The 2018 tax season is now upon us, and with that comes tax documentation to assist you in filing your return. All official tax reporting information will come directly from Schwab. Please see below for timelines (varies by document type). 1099 – Paper Mailing For retirement accounts, you should have already received your Form 1099-R. …Read More

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