Events

EVENTS

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Check back soon for a list our upcoming events.

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

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

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Market Analysis

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May Market Commentary
June 3, 2020 In May, optimism related to the gradual reopening of the US economy persisted. After some initial …Read More

Video

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Webinar: Economic Recovery – When will it begin? What shape will it take?
May 28, 2020   Presenters: Forrest Bell, CFP®, President and Senior Investment Advisor Laurent Harrison, …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