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
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
Bell received notification from our custodian, Charles Schwab, of a text message-based phishing attempt imitating Schwab. The phishing attempt appears to have been sent to a random set of phone numbers, not necessarily clients of Schwab or Bell Investment Advisors. The phishing attempt was conveyed through text messages appearing to come from Schwab, but in …Read More
