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

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