Events

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Check back soon for a list our upcoming events.

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

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

Market Analysis

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The U.S. Economy Says “Yes”, But the Stock Market Says “No” – 1/4/19
January 18, 2019 2018 brought a remarkable divergence between U.S. economic data and U.S. stock market performance. …Read More

Video

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2019 Threats and Opportunities
February 14, 2019 Join us as we review 2018 and discuss what 2019 may have in store for investors: Does the poor end …Read More

Publication

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“It Was the Best of Times, It Was the Worst of Times . . .”
January 31, 2019 …So wrote Charles Dickens in his famous opening line of A Tale of Two Cities. Dickens wrote this …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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