Events

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Check back soon for a list our upcoming events.

Making a Good Life Happen® — the Lunch

Type: Lunch
Date & Time: September 30, 2011 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

Managing Your Cash Reserves in a No-Yield Environment

Type: Webinar
Date & Time: September 28, 2011 at 2:00 pm
Location: Online Webinar

Join us for an in-depth look at how Bell is managing its clients' cash reserves in today's low interest rate …Read More

2011 Year-End Tax Planning

Type: Lunch & Learn
Date & Time: September 28, 2011 at 12:00 pm
Location: Bell Investment Advisors’ office

Join us for lunch and a discussion of year-end tax …Read More

Personal Umbrella Insurance: An Asset Preservation Tool

Type: Webinar
Date & Time: July 27, 2011 at 2:00 pm
Location: Online Webinar

Join us for an in-depth tutorial on umbrella insurance and learn whether it’s right for you. Our discussion will …Read More

Wills and Trusts: Tales from the Trenches

Type: Webinar
Date & Time: June 22, 2011 at 2:00 pm
Location: Online Webinar

Join us for a discussion on a critical part of your portfolio: wills and trusts. Gain valuable insight from real life situations surrounding this important topic including the …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

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

Video

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Flexibility Moves the Market Upwards
April 8, 2019 The U.S. stock market is celebrating its best start to a new year since 1987. Join Bell Investment …Read More

Publication

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Middle Retirement Planning
April 17, 2019 If you read financial planning textbooks, you might be left with the impression that people report …Read More

Latest News

2018 Schwab 1099 Availability

The 2018 tax season is now upon us, and with that comes tax documentation to assist you in filing your return. All official tax reporting information will come directly from Schwab. Please see below for timelines (varies by document type). 1099 – Paper Mailing For retirement accounts, you should have already received your Form 1099-R. …Read More

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