Events

EVENTS

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Check back soon for a list our upcoming events.

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

Making a Good Life Happen® — the Lunch

Type: Event
Date & Time: April 22, 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

How to Make Your Life Work Financially

Type: Lunch & Learn
Date & Time: February 04, 2015 at 12:00 pm
Location: Bell Investment Advisors' office

Learn how you can maximize cash flow while minimizing risk and the importance …Read More

Making a Good Life Happen® — the Lunch

Type: Event
Date & Time: January 14, 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

Type: Webinar
Date & Time: November 19, 2014 at 2:00 pm
Location: Online Webinar

In this half-hour webinar, get access to the latest thinking and discussion from our November 2014 Investment Committee meeting, including updates, analysis, and discussion …Read More

Year-End Review and 2015 Preview

Type: Webinar
Date & Time: December 17, 2014 at 2:00 pm
Location: Online Webinar

Join us for a review of market activity and the economic events of 2014, as well as a look forward to what 2015 has in store for investors. It’s time to start asking some critical …Read More

Market Analysis

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Best Quarter for U.S. Stocks Since 2009
April 5, 2019 The breadth of the U.S. stock market gain in the first quarter of 2019 caused all sectors of the …Read More

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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