Events

EVENTS

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Women’s Roundtable Event: La Dolce Vita

Type: Live Event
Date & Time: October 23 at 6 pm
Location: Bell Investment Advisors HQ: 1111 Broadway, 16th Floor, Suite 1630, Oakland, CA

The Women’s Roundtable invites you to a wine and cheese gathering: La Dolce Vita: How to Reinvigorate and Energize Your Passions and Purpose – Italian Style! Join us October 23rd, 2019, from 6 – 8 pm for another gathering of The Women’s …Read More

Mar. 21, 2018 – PRACTICAL WELLNESS: Affordable, Approachable Strategies for a Happier Mind & Healthier Body

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

Don’t Get Caught Asking the Wrong Question. Investment Committee Update 11.29.2017 (for clients only)

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

Market Analysis

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Market Analysis – October 2019
October 9, 2019 The Stock and Bond Markets This year continues to be a rewarding one for stock and bond investors …Read More

Video

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Publication

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Providing for Your Children and Others with a 529 Plan
August 26, 2019 The three biggest financial commitments that most people will make in their lifetimes are buying a …Read More

Latest News

Schwab Phishing Attempt Reported

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

 

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