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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

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Best Quarter for U.S. Stocks Since 2009
April 5, 2019 The breadth of the U.S. stock market gain in the first quarter of 2019 caused all sectors of the …Read More

Video

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Flexibility Moves the Market Upwards
April 8, 2019 The U.S. stock market is celebrating its best start to a new year since 1987. Join Bell Investment …Read More

Publication

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Middle Retirement Planning
April 17, 2019 If you read financial planning textbooks, you might be left with the impression that people report …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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