Events

EVENTS (Click title.)

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Mid-Term Aftermath

Type: Investment Committee Update webinar
Date & Time: December 19, 2018 2 -2:30 pm
Location: Online

Join us for our quarterly Investment Committee Update webinar as our presenters discuss these timely topics: Divided Government Stability of Tax and Deregulation Policies China Slowdown and Trade War Corporate Earnings Economic Strength Fed Policy 2019 …Read More

Building Momentum Through Financial Planning

Type: Webinar
Date & Time: April 20, 2011 at 2:00 pm
Location: Online Webinar

Jim Bell, CFP®, President & Founder Forrest Bell, Senior Investment Advisor, Financial …Read More

Investing in Gold

Type: Webinar
Date & Time: March 23, 2011 at 2:00 pm
Location: Online Webinar

Find out why investors are flocking to gold and why it may be an appropriate investment for your portfolio. Tune in as we discuss strategies and tactics for investing in gold if you're in …Read More

Making a Good Life Happen®

Type: Workshop
Date & Time: February 19, 2011 at 10:00 am
Location: February 19, 2011 at 10:00 am

You may arrive at this one-day workshop with lots of questions and vague ideas, but you will leave with a clear idea of what constitutes a good life for you and a plan of …Read More

Asia in the Next Decade

Type: Webinar
Date & Time: January 19, 2011 at 2:00 pm
Location: Online Webinar

As Asia continues to be a key driver of global growth, the question of Asia’s ability to perform more independently than the U.S. and Europe …Read More

Last-Minute Strategies for 2010 and a Look Forward to 2011

Type: Webinar
Date & Time: December 08, 2010 at 2:00 pm
Location: Online Webinar

Join us for a discussion about how potential year-end tax law changes could affect the market and your portfolio. Get last-minute tips for 2010 as well as Bell’s projections for 2011 on …Read More

Momentum For Life

Type: Webinar
Date & Time: October 20, 2010 at 2:00 pm
Location: Online Webinar

Join us for a webinar exploring new perspectives on your money and your life. Wanting a good life and making a good life happen are two different things. Let’s think together about …Read More

Bonds: Is it Too Late to Buy?

Type: Webinar
Date & Time: September 29, 2010 at 2:00 pm
Location: Online Webinar

Join us for an inside look at today’s bond market and Bell’s bond strategies …Read More

Making a Good Life Happen® — the Lunch

Type: Event
Date & Time: November 28, 2012 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 Happen". This could have a direct impact on your …Read More

Making a Good Life Happen® — the Lunch

Type: Event
Date & Time: March 28, 2012 at 12:00 pm
Location: Bell Investment Advisors’ office

Join us for networking, lunch (provided, of course), and an opportunity to learn about our firm's philosophy, "Making a Good Life Happen" and how it relates to our offers: …Read More

Twice Heroes: The Story of America’s Nisei Veterans

Type: Memorial Day Reception, Presentation, and Photography Exhibit
Date & Time: May 24, 2012 at 5:30 pm
Location: Bell Investment Advisor's office

A Memorial Day reception, presentation, and photography exhibit honoring our World War II Japanese American soldiers, featuring portrait photographer and lecturer, Tom Graves, who …Read More

How to Make Your Life Work Financially

Type: Webinar
Date & Time: January 21, 2015 at 2:00 pm
Location: Online Webinar

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

Investment Committee Update (clients only)

Type: Webinar
Date & Time: February 25, 2015 at 2:00 pm
Location: Online Webinar

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

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

Type: Wine & Cheese Gathering
Date & Time: March 18, 2015 at 6:00 pm
Location: Bell Investment Advisors' office

As our life progresses, so too does our financial focus. Join The Women's Roundtable for an evening of wine and …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: March 26, 2015 at 8:00 am
Location: Scott Valley Bank, San Jose, CA

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

Small Business Tax Planning

Type: Webinar
Date & Time: October 17, 2012 at 2:00 pm
Location: Online Webinar

The webinar will offer a brief outline of income tax planning strategies for small business. Reserve your spot now …Read More

Market Analysis

White paper feature image
“Stocks are falling. I’m buying them anyway.” – 12/4/18
December 5, 2018 The above is a quote from Jeff Sommers as the title of his 11/18/2018 “Strategies” column in …Read More

Publication

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Do You Have a Bias Against International Small-Cap Stocks?
October 25, 2018 With the S&P 500 fully recovered from the correction earlier this year, and hovering near its …Read More

Latest News

Piedmont East Bay Children’s Choir Candlelight Concert

Bell Investment Advisors has been a major supporter of the Piedmont East Bay Children’s Choir (PEBCC.org) for almost ten years. We are lifelong music lovers and consider our involvement with Bay Area music and arts organizations central to making a good life happen for our family, our business, and our community. On Sunday, December 2 from …Read More

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