New Date for our Open House: April 24th
Type: Open House
Date & Time: April 24, 2019, 4-7 pm
Location: Bell's Oakland office, 1111 Broadway, 16th Floor
Jim and Bonnie invite you to our Oakland office for an evening of friendly conversation, wine, and hors d'oeuvres, as we celebrate Forrest Bell's appointment this year as President of Bell Investment Advisors. Guests are welcome, and the entire Bell team …Read More
Consequences of the New Tax Law on Charities & Estates
Type: Lunch and Learn
Date & Time: May 22, 2019, 12-1:30 pm
Location: Bell's Oakland office, 1111 Broadway, 16th Floor
Jim Bell, CFP®, Founder and Chief Investment Officer of Bell Investment Advisors, is eager to educate community nonprofit organizations on the Tax Cuts and Jobs Act and its impact on philanthropy. At this Lunch and Learn, he will speak and take …Read More
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
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
The 2018 tax season is now upon us, and with that comes tax documentation to assist you in filing your return. All official tax reporting information will come directly from Schwab. Please see below for timelines (varies by document type). 1099 – Paper Mailing For retirement accounts, you should have already received your Form 1099-R. …Read More
