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Heidi Stoltz to Present at Oakland’s YWCA Young Women & Money Conference, 12/9

November 28, 2017

You may know a young woman, 18 – 30, who could benefit from attending the YWCA’s tenth annual Young Women and Money Conference. This conference is designed to help young women gain financial independence and success. Attendees will learn about good cr...

Bell Staffer Volunteers at Financial Planning Day

November 9, 2017

Recognizing the value of financial planning for all, Bell Paraplanner Ramsay Leimenstoll served as a logistics volunteer on Saturday, October 28 at “Free Financial Planning Day” at the main branch of the San Francisco Public Library. This annual event...

Candlelight Concerts Expected to Delight

October 27, 2017

The Candlelight Concerts at First Congregational Church in Berkeley, December 2, 2017 and on the Old First Concert Series in San Francisco, December 3 are always among the highlights of the performance season for the Piedmont East Bay Children’...

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...

Market Analysis

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Does This Market Have a Reason to Go Down?
December 5, 2017

The operative word above is reason, which frames the question in a rational context. We all know tha...


Video

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Retirement Spending: A Blueprint for Smart & Strategic Distributions
November 21, 2017

Use your investment accounts to create a monthly paycheck in retirement. Tailor your distribution


Publication

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Cash, Bonds, and Happiness
October 20, 2017

 Cash can make you happy, at least according to an article from the Wall Street Journal titled “M...

Latest News

Heidi Stoltz to Present at Oakland’s YWCA Young Women & Money Conference, 12/9

You may know a young woman, 18 – 30, who could benefit from attending the YWCA’s tenth annual Young Women and Money Conference. This conference is designed to help young women gain financial independence and success. Attendees will learn about good credit, budgeting, paying bills, and investing. Oakland Mayor Libby Schaff will give the opening […]

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