News & Events

Sign up for our monthly Bell e-News.

To get the latest news and updates from us, please fill out the form and click "Subscribe" to receive our e-newsletter.

New Date for our Open House: April 24th

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

Please join the Bell Team for an Open House:

Wednesday, April 24th, from 4pm to 7pm
1111 Broadway, Suite 1630, Oakland
Remarks by Forrest Bell, CFP® at 5:30pm

Jim and Bonnie invite you to our Oakland office for an evening of friendly conversation, wine, and hors d’oeuvres, as we celebrate Forrest Bell’s appointment this year as President of Bell Investment Advisors. Guests are welcome.

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

White paper feature image
Investors Rewarded
November 9, 2019 This year continues to reward stock and bond investors. After starting the month with a decline, …Read More

Video

video feature image

Publication

bellinvest publicaion
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