News & Events

Sign up for our monthly Bell e-News.

To get the latest news and updates from us, please fill out the form and click "Subscribe" to receive our e-newsletter.

Financial Literacy & Behavior for Adults and Young Adults

Evening Indoor Picnic and Presentation
June 17, 2015 at 6:00 pm
Bell Investment Advisors’ office

Presenters:
Jim Bell, CFP®
President and Founder
Heidi Stoltz

Investment Advisor

Join us for an indoor summer picnic and a presentation on financial basics. The discussion is intended for young adults and mature teens who are learning basic financial principles, but it could also benefit adults who may be fine-tuning their financial objectives. (You might want to bring your son or daughter.)

The material will include an exploration of how financial literacy and responsibility are grounded in the concept of dignity. With this underlying perspective, the team will teach principles of budgeting, spending, banking, borrowing, saving, and investing. There is no fee for this event.

Bell Investment Advisors’ office
1111 Broadway, 16th Floor, Oakland, CA 94607
City Center Parking accessible from 11th Street at Clay

Reservations are required as space is limited.
Email Jaye Roundtree to register or for more information.

Market Analysis

White paper feature image
Sector Imbalances & Investor Sentiment
October 2, 2020 Sector Imbalances & Investor Sentiment The beginning and the end of September rescued the stock …Read More

Video

video feature image
Webinar: Economic Recovery – How Might 2020 End?
July 22, 2020 Presenters: Laurent Harrison, CFP®, Senior Investment Advisor and Financial Planner Ryan Kelley, …Read More

Publication

bellinvest publicaion
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