Events

EVENTS (Click title.)

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Mid-Term Aftermath

Type: Investment Committee Update webinar
Date & Time: December 19, 2018 2 -2:30 pm
Location: Online

Join us for our quarterly Investment Committee Update webinar as our presenters discuss these timely topics: Divided Government Stability of Tax and Deregulation Policies China Slowdown and Trade War Corporate Earnings Economic Strength Fed Policy 2019 …Read More

How to Make Your Life Work Financially

Type: Lunch & Learn
Date & Time: May 18, 12 – 1:30 pm
Location: Our downtown Oakland office, 1111 Broadway, Suite 1630

Join us for lunch and a presentation, in which the following topics will be …Read More

Making a Good Life Happen® — the Lunch

Type: Interactive Lunch Presentation
Date & Time: April 27, 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 …Read More

The Women’s Roundtable: Let’s Talk Retirement Savings (The wine will help).

Type: Wine & Cheese Gathering
Date & Time: March 30, 6 – 8 pm
Location: downtown Oakland, California

Topics include: savings and withdrawal strategies, types of retirement accounts, …Read More

How Recent Social Security Changes May Affect You

Type: Webinar
Date & Time: March 30 at 2 - 2:30 pm
Location: Online

You could qualify to receive considerably more money from Social Security than …Read More

The Women’s Roundtable: Let’s Talk Retirement Savings (The wine will help.)

Type: Wine & Cheese Gathering
Date & Time: March 30, 2016 at 6:00 pm
Location: Our downtown Oakland office, 1111 Broadway, Suite 1630

Something for everyone, but especially well-suited for women in the workforce. Hosts: Bonnie Bell, Director, Career/Life Coaching Heidi Stoltz, Investment Advisor Corinne Salera, Investment Advisor Jerene Meissert, Relationship Manager Bell Investment …Read More

Investment Committee Update (for clients only)

Type: Webinar
Date & Time: February 24, 2016, at 2:00 pm
Location: Webinar

The latest thinking and discussion from our November 2015 Investment Committee meeting — including updates, analysis, current market conditions, market valuation, leadership trends, …Read More

Making a Good Life Happen® — the Lunch

Type: Event
Date & Time: January 27, 2016 at 12:00 pm
Location: Bell Investment Advisors' office

Join us for lunch, networking with interesting professionals, and an opportunity to learn about our firm's philosophy, "Making a Good Life …Read More

Year-End Review and 2016 Preview

Type: Webinar
Date & Time: December 16, 2015, at 2:00 pm
Location: Webinar

To register: …Read More

Investment Committee Update (for clients only)

Type: Webinar
Date & Time: November 18, 2015, at 2:00 pm
Location: Webinar

The latest thinking and discussion from our November 2015 Investment Committee meeting — including updates, analysis, current market conditions, market valuation, leadership trends, …Read More

Financial Literacy & Behavior for Adults and Young Adults

Type: Event
Date & Time: November 17, 2015 at 6 pm
Location: Bell Investment Advisors' office

Join us for a light supper and a presentation covering the basics of financial literacy: budgeting, spending, banking, borrowing, saving, and investing — all grounded in the concept of …Read More

Making a Good Life Happen® — the Lunch

Type: Event
Date & Time: October 28, 2015 at 12:00 pm
Location: Bell Investment Advisors' office

Join us for lunch, networking with interesting professionals, and an opportunity to learn about our firm's philosophy, "Making a Good Life …Read More

FACING REALITY: The Public Pension System Crisis Offers a Teaching Moment for Individuals and Families Planning Retirement

Type: Webinar
Date & Time: October 21, 2015 at 2:00 pm
Location: Online Webinar

There is no fee for this …Read More

Mind Over Money Matters: How Our Psychology Reduces Investment Returns

Type: Webinar
Date & Time: September 23, 2015 at 2:00 pm
Location: Online Webinar

In this webinar, we will take a look at the overwhelming evidence that suggests our psychological make-up and behavioral conditioning …Read More

The Women’s Roundtable: Creating Positive Social Impact Through Values-Based Investing

Type: Wine & Cheese Gathering
Date & Time: September 16, 2015 at 6:00 pm
Location: Bell Investment Advisors’ office

Investors increasingly express their desire to create positive social impact …Read More

The Women’s Roundtable: Creating Positive Social Impact Through Values-Based Investing

Type: Wine & Cheese Gathering
Date & Time: June 24, 2015 at 6:00 pm
Location: Bell Investment Advisors’ office

Investors increasingly express their desire to create positive social impact …Read More

Market Analysis

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“Stocks are falling. I’m buying them anyway.” – 12/4/18
December 5, 2018 The above is a quote from Jeff Sommers as the title of his 11/18/2018 “Strategies” column in …Read More

Publication

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Do You Have a Bias Against International Small-Cap Stocks?
October 25, 2018 With the S&P 500 fully recovered from the correction earlier this year, and hovering near its …Read More

Latest News

Piedmont East Bay Children’s Choir Candlelight Concert

Bell Investment Advisors has been a major supporter of the Piedmont East Bay Children’s Choir (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 good life happen for our family, our business, and our community. On Sunday, December 2 from …Read More

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