Type: Webinar
Date & Time: August 21, 2 - 2:30 pm
Location: online
While the new law impacts individuals and the economy in a multitude of ways, in this webinar, Jim Bell, CFP®, Founder and Chief Investment Officer at Bell, will hone in on the law’s effects on charities and estates. Some of the questions he will …Read More
Golden Gate International Children’s & Youth Choral Festival
Type: A week of concerts!
Date & Time: July 9 through July 14
Location: Berkeley and Oakland
Bell Investment Advisors has been a major supporter of the Piedmont East Bay Children’s Choirs (PEBCC.org) for almost ten years. We are lifelong music lovers and consider our involvement with Bay Area music and arts organizations central to making a …Read More
Is This as Good as It’s Going to Get?
Type: Investment Committee Update webinar
Date & Time: June 27, 2018, 2 - 2:30 pm
Location: online
Join us for our quarterly Investment Committee Update webinar. Presenters will focus on: • Current abounding uncertainties: – International trade wars and tariffs – U.S. mid-term elections – Labor shortage in the U.S. • Economic strength and …Read More
Apr. 18, 2018 – The Tariff Tantrum and the Trade Deficit
Type: webinar
Date & Time: April 18, 2 - 2:30 pm
Location: Online! Register at bit.ly/123tariff
Tune in to Jim Bell, CFP®, President & Founder, Bell Investment Advisors, as he presents a half-hour online webinar, “The Tariff Tantrum and the Trade Deficit”. • Deregulation and tax cuts from the Trump administration are constructive …Read More
Mar. 28, 2018 – What’s Driving This Market Now? Don’t Fight the Fundamentals
Type: Investment Committee Update Webinar
Date & Time: March 28, 2018, 2 - 2:30 pm
Location: Online! Register at bit.ly/BellMarketDriving
Join us for our quarterly Investment Committee Update online webinar. The stock market always brings these factors back into focus: the earnings growth rate leading economic indicators the daily advance/decline line The webinar will illuminate why these …Read More
Type: The Women's Roundtable Wine & Cheese Gathering
Date & Time: March 21, 2018, 6 - 8 pm
Location: Bell's Oakland office, 1111 Broadway, 16th Floor
Join us for another gathering of The Women’s Roundtable, an opportunity to meet in friendly conversation while enjoying wine and hors d’oeuvres, and to be inspired by the evening’s guest speaker, who will focus on strategies to enhance our health …Read More
Jan. 24, 2018 – Retirement Spending: A Blueprint of Smart & Strategic Distributions
Type: Lunch Seminar
Date & Time: January 24, 2018, 12 - 1:30 pm
Location: Bell's Oakland office, 1111 Broadway, 16th Floor
This is a repeat of the filled-to-capacity October 2017 event! Use your investment accounts to create a monthly paycheck in retirement. Tailor your distributions to meet your needs before and after receiving Social Security. Coordinate distributions to …Read More
Jan. 17, 2018 – Why Is the Market So Strong, and What Could Go Wrong?
Type: Webinar
Date & Time: January 17, 2 - 2:30 pm
Location: online
What does the tax bill mean for 2018? What impact will Federal Reserve policy and the new Fed Chair have on the bond market? International equities are back in favor… will the rally continue? Can the low volatility environment we saw in 2017 persist? …Read More
Type: Webinar
Date & Time: November 29, 2 – 2:30 pm
Location: 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 …Read More
Retirement Spending: A Blueprint for Smart & Strategic Distributions
Type: Lunch Seminar
Date & Time: Wednesday, October 25, 2017, 12 - 1:30
Location: Bell's Oakland office, 1111 Broadway, 16th Floor
Use your investment accounts to create a monthly paycheck in retirement. Tailor your distributions to meet your needs before and after receiving Social Security. Coordinate distributions to minimize taxes. Avoid penalties, and ensure you satisfy your …Read More
Inspiring All Girls to Be STRONG, SMART & BOLD: An evening with Girls Inc. of Alameda County
Type: The Women's Roundtable Wine & Cheese Gathering
Date & Time: September 27, 2017, 6 – 8 pm
Location: Bell's Oakland office, 1111 Broadway, 16th Floor
Julayne Virgil, CEO of Girls Inc. of Alameda County, will discuss how Girls Inc. prepares local young women for college, career, and leadership. Elisa Campos, Girls Inc. alumna and recent college graduate, will share her insights and personal experience. …Read More
Making a Good Life Happen® — the Lunch
Type: Come for lunch, and improve your life . . .
Date & Time: September 20, 2017, 12 - 1:30 pm
Location: Our downtown Oakland office, 1111 Broadway, Suite 1630
Join us for lunch, networking with interesting professionals, and an opportunity to learn about our firm’s philosophy, “Making a Good Life Happen”. This could have a direct impact on your future! Hosts: Jim Bell, CFP®, President and Founder, and …Read More
Investment Committee Update (for clients only)
Type: Webinar
Date & Time: August 24, 2017, 3 – 3:30 pm
Location: online
In this half-hour webinar, get access to the latest thinking and discussion from a recent Investment Committee meeting — including updates, analysis, and discussion of current market conditions, market valuation, leadership trends, and our current …Read More
Investment Committee Update (for clients only)
Type: Webinar
Date & Time: June 14, 2017
Location: online
In this half-hour webinar, get access to the latest thinking and discussion from a recent Investment Committee meeting — including updates, analysis, and discussion of: Current market conditions Market valuation Leadership trends Our current allocation …Read More
The Women’s Roundtable – Breaking Barriers One Note at a Time: The Story of Olga Samaroff
Type: Wine & Cheese Gathering
Date & Time: May 17, 2017, 6 – 8 pm
Location: Our downtown Oakland office, 1111 Broadway, suite 1630
Referred to as ‘The Eleanor Roosevelt of Music’, Olga Samaraoff was a groundbreaking concert pianist who made tremendous strides in the early part of the 20th century. In a time of considerable gender bias, Olga self-produced her debut at Carnegie …Read More
