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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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“There Are Better Things Ahead Than Any We Leave Behind”
January 6, 2021

As December came to a close, the global equity markets added several percentage points to their …Read More


Video

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Webinar: 2020 Election Impact – What Investors Should Know
October 22, 2020 Presenters: Laurent Harrison, CFP®, Senior Investment Advisor and Financial Planner Ryan Kelley, …Read More

Career/Life Coaching Blog

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Thoughts from Bonnie on Balance in Times of Stress
May 12, 2020

Originally Posted March 15, 2011 Back in 2011, the world was in a different form of crisis. The …Read More