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

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

TELL ME SOMETHING GOOD: Discovering positive social impact in Oakland and in your investment portfolio

Type: An evening of local wine and uplifting stories — not to be missed.
Date & Time: Wednesday, September 21, 6 – 8 pm
Location: Cerruti Cellars - 100 Webster, Jack London Square, Oakland, California

Hear inspiring stories from the Mayor’s office of community growth and progress. Learn how Kiva.org uses micro-lending to expand opportunities for Oakland small …Read More

The Women’s Roundtable – Keep Calm and Invest On: Taking the Emotion Out of Your Money

Type: Wine & Cheese Gathering
Date & Time: June 29, 2016, 6 – 8 pm
Location: Bell Investment Advisors’ office

There is no fee for this event. Space is limited. Reservations for you (and a guest, if you …Read More

Investment Committee Update (for clients only)

Type: Webinar
Date & Time: May 25, 2016, at 2:00 pm
Location: Webinar

In this half-hour webinar, get access to the latest thinking and discussion from our …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

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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