Events

EVENTS

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Check back soon for a list our upcoming events.

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

Financial Literacy & Behavior for Adults and Young Adults

Type: Evening Indoor Picnic and Presentation
Date & Time: June 17, 2015 at 6:00 pm
Location: Bell Investment Advisors’ office

Join us for an indoor summer picnic and a presentation on financial basics. The discussion is intended for young adults and mature teens …Read More

Creating Positive Social Impact Through Values-Based Investing

Type: Lunch & Learn
Date & Time: June 17, 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

Investment Committee Update (clients only)

Type: Webinar
Date & Time: May 27, 2015 at 2:00 pm
Location: Online Webinar

In this half-hour webinar, get access to the latest thinking and discussion from our May 2015 Investment Committee meeting, …Read More

Creating Positive Social Impact Through Values-Based Investing

Type: Webinar
Date & Time: April 29, 2015 at 2:00 pm
Location: Online Webinar

Investors increasingly express their desire to create positive social impact by investing in a way that reflects their own values. Social or values-based investing is an opportunity …Read More

Market Analysis

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Global Markets in July
August 4, 2020 Global Markets in July As July came to a close, the major categories of equities generated some …Read More

Video

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Webinar: Economic Recovery – How Might 2020 End?
July 22, 2020 Presenters: Laurent Harrison, CFP®, Senior Investment Advisor and Financial Planner Ryan Kelley, …Read More

Publication

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529 College Savings Plan Resources
November 1, 2019 529 Education Savings Plans are a meaningful topic for parents, grandparents, and anyone else who …Read More