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Charitable Giving During the Retirement Years: A “Choirside” Lecture

October 18, 2017

The Piedmont East Bay Children’s Choir is hosting a presentation on October 28 by Jim Bell, CFP®, President and Founder of Bell Investment Advisors, for parents and grandparents of chorus members — and opening the event to others in the community who...

Bell Adds Additional Identity Protection for Clients

October 10, 2017

Identity repair available to Bell clients since 2014 Increasingly we hear stories and see headlines of data system breaches, identity theft and the high cost of credit and identity theft restoration. In our continuing effort to provide additional value to...

Forrest Bell, CFP® Quoted in Article About Bay Area Housing Crisis

October 9, 2017

Home Truths: The Hidden Reason Behind Berkeley’s Housing Crisis Bay Area housing is always a lively topic, and once again Forrest Bell, CFP®, Senior Investment Advisor and Financial Planner at Bell Investment Advisors had something to say about real es...

Positive Leadership and Innovation Training at U.C. Berkeley

October 5, 2017

Two of our long-time staff Certified Financial Planner™ professionals, Laurent Harrison, CFP®, and Dana Nelson, CFP® graduated from the Certified Financial Planning Program at U.C. Berkeley in 2012. At the time, Keith Gatto, Ph.D., was the head of the...

Piedmont East Bay Children’s Choir Receives Grants from NEA and Bell

June 16, 2017

More Than $82 Million Awarded for Arts Projects Nationwide Includes $13,000 awarded to Piedmont East Bay Children’s Choir  Oakland, CA — National Endowment for the Arts Chairman Jane Chu has approved more than $82 million to fund local arts projects ...

Bell Investment Advisors Sponsors Oakland Symphony’s Season Finale, “Guys and Dolls in Concert”

May 9, 2017

OAKLAND, Calif., May 9, 2017 /PRNewswire/ — Bell Investment Advisors (www.bellinvest.com) has announced the firm is sponsoring the final concert of the Oakland Symphony’s 2016/17 season at the historic Paramount Theatre, 2025 Broadway, downtow...

Market Analysis

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Market Analysis – September 2017
October 4, 2017

September Surprise! On average, September is the worst month of the year for stock market performanc...


Video

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President Trump: The First Sixty Days
April 5, 2017

A discussion of the Trump administration’s actions and policies that are relevant to investors and


Publication

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Strength in Numbers: A Golden First Half for Global Stocks
July 26, 2017

By no means am I an authentic basketball fan. For example, I do not under-stand a pick and roll. But...

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Charitable Giving During the Retirement Years: A “Choirside” Lecture

The Piedmont East Bay Children’s Choir is hosting a presentation on October 28 by Jim Bell, CFP®, President and Founder of Bell Investment Advisors, for parents and grandparents of chorus members — and opening the event to others in the community who are interested in attending. The half hour talk on giving during the retirement […]

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