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
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
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
