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.

SOCIAL IMPACT INVESTING: Promoting positive change within your portfolio

September 28, 2016 at 2 pm


Heidi Stoltz, Investment Advisor
Corinne Salera, Investment Advisor, Portfolio Manager

In this free half-hour online webinar:

  • Learn how to support the causes you care about and how you can avoid controversial industries.
  • Break down the myth of underperformance — you don’t have to sacrifice return to invest in your values.
  • Hear about the impact social funds are making in gender equality, environmental protection, small business development, and affordable housing.

Click here to register:

Market Analysis

White paper feature image
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


bellinvest publicaion
Providing for Your Children and Others with a 529 Plan
August 26, 2019 The three biggest financial commitments that most people will make in their lifetimes are buying a …Read More

Latest News

Schwab Phishing Attempt Reported

Bell received notification from our custodian, Charles Schwab, of a text message-based phishing attempt imitating Schwab. The phishing attempt appears to have been sent to a random set of phone numbers, not necessarily clients of Schwab or Bell Investment Advisors. The phishing attempt was conveyed through text messages appearing to come from Schwab, but in …Read More

Latest Tweet

Connect With Us

bellinvest 20 year