Events

EVENTS

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Check back soon for a list our upcoming events.

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

The Business Value of Investing in Women

Type: Special Event
Date & Time: November 13, 2014 at 6:00 pm
Location: Bell Investment Advisors’ office

Professor McElhaney will discuss the business case for and value of investing in women globally, in the business world, and …Read More

2014 Estate Planning Update and the Role of Insurance

Type: Webinar
Date & Time: October 20, 2014 at 2:00 pm
Location: Online Webinar

The discussion will focus on the permanent changes to estate tax law enacted in 2013 and their effect on traditional estate planning, along with the role that insurance can play in …Read More

Succession Planning for Business Owners: Breaking Down the Concerns

Type: a breakfast discussion in Scott Valley Bank’s “Food and Finance” series
Date & Time: October 20, 2014 at 2:00 pm
Location: Bell Investment Advisors’ office

For business owners, succession planning is something that is often put off forever— like cleaning out your garage or completing your revocable …Read More

Doing Well While Doing Good: How to Incorporate Charitable Planned Giving into Your Estate

Type: Lunch & Learn
Date & Time: October 07, 2014 at 12:00 pm
Location: Bell Investment Advisors' office

Join us to learn how you can leave a legacy of support for 
Oakland East Bay Symphony and its education …Read More

The Women’s Roundtable: Budgeting and Saving (in the series “Taking Charge of Your Financial Future”)

Type: Wine & Cheese Gathering
Date & Time: September 24, 2014 at 6:00 pm
Location: Bell Investment Advisors’ office

We earn money, we save it, we spend it, we donate it. Yet, very rarely do we really talk about …Read More

Performance Momentum vs. Fixed Allocations: What Every Investor Should Know

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

Why you should attend? Find out what a performance momentum investment strategy is and why it …Read More

The Women’s Roundtable

Type: Wine & Cheese Gathering
Date & Time: June 25, 2014 at 6:00 pm
Location: Bell Investment Advisors’ office

Join The Women’s Roundtable for an evening of wine and cheese and conversations with colleagues, friends and professional women dedicated to financial education for …Read More

Is Your 401(k) Plan Right for You?

Type: Webinar
Date & Time: June 25, 2014 at 2:00 pm
Location: Online Webinar

What are the questions you should be asking about your 401(k)? We’ll cover not only the …Read More

Is Your 401(k) Plan Right for You?

Type: Lunch & Learn
Date & Time: June 18, 2014 at 12:00 pm
Location: Bell Investment Advisors’ office

What are the questions you should be asking about your 401(k)? We’ll cover not only the …Read More

Making a Good Life Happen® — the Lunch

Type: Event
Date & Time: May 21, 2014 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

EVENT CANCELLED: The Art of 1031 Exchanges for Your Real Estate Investments: Leveraging Your Wealth While Deferring Taxes

Type: Lunch & Learn
Date & Time: April 30, 2014 at 12:00 pm
Location: Bell Investment Advisors’ office

EVENT CANCELLED. View the recent webinar video here. Please …Read More

Are You Missing Strategic Benefits from Social Security?

Type: Webinar
Date & Time: April 23, 2014 at 2:00 pm
Location: Online Webinar

Don’t miss out on money that could be yours. Attend our Lunch and Learn for crucial …Read More

The Women’s Roundtable: Taking Charge of Your Financial Future

Type: Wine & Cheese Gathering
Date & Time: March 26, 2014 at 6:00 pm
Location: Bell Investment Advisors’ office

We earn money, we save it, we spend it, we donate it. Yet, very rarely do we really talk about …Read More

The Art of 1031 Exchanges for Your Real Estate Investments: Leveraging Your Wealth While Deferring Taxes

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

Are you considering selling your investment property and then purchasing other similar …Read More

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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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