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Bell Investment Advisors to Sponsor Oakland Symphony‘s Season Finale: The Artist’s Struggle

April 23, 2018

On Friday, May 18, at 8 pm, at the historic Paramount Theatre in downtown Oakland, Maestro Michael Morgan will conduct Leonard Bernstein’s Serenade after Plato’s Symposium for Violin and Orchestra, followed by Peter Ilyich Tchaikovsky’s Op. 74, Symp...

We’re Rebuilding Oakland. Come Volunteer with Us!

April 5, 2018

Bell Investment Advisors’ staff is once again partnering with our office building neighbors three floors up, the legendary Oakland law firm, Wendel, Rosen, Black and Dean LLP, to work side by side on a project to rehabilitate the home of a senior and/or...

Jim Bell, CFP® Quoted in Forbes

April 3, 2018

Forbes Magazine interviewed Jim Bell, CFP® for the March 26, 2018 article, “Why Successful Investors Create a Financial Plan”. He is quoted in this excerpt from Adam Sarhan’s article: Investors who take the time to create a financial pl...

Selfie at the Oakland Rotary

March 9, 2018

Selfie! Bell client, Peter M. Sherris, MD, posted a photo February 1, 2018 on Facebook of himself and Jim Bell, CFP® at the Oakland Rotary....

Jim and Bonnie Bell Underwriting Jonathan Cozart (aka Paint)!

February 9, 2018

Jonathan Charles “Jon” Cozart, known by his online alias Paint, is an American YouTube personality, musician, and comedian. Bonnie and Jim Bell, long-time supporters of the Oakland Symphony, are underwriting Cozart’s special appearance at the Sympho...

Corinne Salera Bedford, CFP® to Present at S&P Dow Jones Indices Webinar, 2/15

February 7, 2018

Corinne Salera Bedford, CFP®, Portfolio Manager and Investment Advisor at Bell Investment Advisors, will be speaking at an upcoming webinar for financial advisors sponsored by S&P Dow Jones Indices, a division of S&P Global. The webinar, Is the X...

Market Analysis

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Keep Your Eye on Corporate Earnings, and Turn Off the TV – 4/3/2018
April 4, 2018

An analysis of the market, the most important investment principles, the threat of tariffs and trade...


Video

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The Tariff Tantrum and The Trade Deficit
April 23, 2018

Tune in to Jim Bell, CFP®, President & Founder, Bell Investment Advisors, as he presents a half-hou


Publication

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Trump Punishes Craft Beer
April 19, 2018

Thanks to the St. Patrick’s Day editorial page of the Wall Street Journal, I learned about America...

Latest News

Bell Investment Advisors to Sponsor Oakland Symphony‘s Season Finale: The Artist’s Struggle

On Friday, May 18, at 8 pm, at the historic Paramount Theatre in downtown Oakland, Maestro Michael Morgan will conduct Leonard Bernstein’s Serenade after Plato’s Symposium for Violin and Orchestra, followed by Peter Ilyich Tchaikovsky’s Op. 74, Symphony No. 6, “Pathêtique” in B Minor. As a young conductor, Michael came to know Leonard Bernstein at […]

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