Events

EVENTS (Click title.)

Latest Tweets

New Date for our Open House: April 24th

Type: Open House
Date & Time: April 24, 2019, 4-7 pm
Location: Bell's Oakland office, 1111 Broadway, 16th Floor

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, and the entire Bell team …Read More

Consequences of the New Tax Law on Charities & Estates

Type: Lunch and Learn
Date & Time: May 22, 2019, 12-1:30 pm
Location: Bell's Oakland office, 1111 Broadway, 16th Floor

Jim Bell, CFP®, Founder and Chief Investment Officer of Bell Investment Advisors, is eager to educate community nonprofit organizations on the Tax Cuts and Jobs Act and its impact on philanthropy. At this Lunch and Learn, he will speak and take …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

Making a Good Life Happen® — the Lunch

Type: Come for lunch, and improve your life...
Date & Time: April 26, 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 …Read More

President Trump: The First 60 Days

Type: Online Webinar
Date & Time: Wednesday, March 29, 2 – 2:30 pm
Location: Online

Join us for a discussion of the Trump administration’s actions and policies that are relevant to investors and an exploration of the threats and opportunities that could …Read More

The Collective Power of Women: The History of Oakland’s Women’s Clubs

Type: Wine & Cheese Gathering
Date & Time: Wednesday March 15, 6 – 8 pm
Location: Our downtown Oakland office, 1111 Broadway, Suite 1630

Celebrate Women’s History Month with The Women’s Roundtable at Bell Investment Advisors. Kathleen DiGiovanni, a Senior Librarian with the Oakland Public Library, will be speaking about the Women’s Club Movement in Oakland, a long tradition that …Read More

Investment Committee Update (for clients only)

Type: Webinar
Date & Time: February 22, 2017
Location: Online

Presenters: Jim Bell, CFP® President & Founder, Chief Investment Officer Laurent Harrison, CFP® Senior Investment Advisor, Financial Planner In this half-hour webinar, get access to the latest thinking and discussion from our January …Read More

Making a Good Life Happen® — the Lunch

Type: Come for lunch, and improve your life...
Date & Time: January 25, 2016, 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 …Read More

Year-End Review & 2017 Preview

Type: Webinar
Date & Time: January 18, 2017, 2 – 2:30 pm
Location: Online

The presenters will review the market activity and the economic events of 2016, as well as preview what 2017 may have in store for investors. They will address The Trump market rally (And how long will it last?), Trump administration policies and sector …Read More

Investment Committee Update (for clients only)

Type: Webinar
Date & Time: November 16, 2016 at 2 pm
Location: Online

In this half-hour webinar, get access to the latest thinking and discussion from our October 2016 Investment Committee meeting — including updates, analysis, and discussion of current market conditions, market valuation, leadership trends, and our …Read More

Making a Good Life Happen® — the Lunch

Type: Come for lunch, and improve your life...
Date & Time: October 19, 2016, 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 …Read More

SOCIAL IMPACT INVESTING: Promoting positive change within your portfolio

Type: Webinar
Date & Time: September 28, 2016 at 2 pm
Location: online

Learn how to support the causes you care about and how you can avoid controversial industries. Break down the myth of underperformance — you don’t have to sacrifice return to invest in your values. Hear about the impact social funds …Read More

Market Analysis

White paper feature image
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

video feature image
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

bellinvest publicaion
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

Latest Tweet

Connect With Us

bellinvest 20 year