Sign up for our monthly Bell e-News.
June 18, 2018
Every year, representatives of the Bell Investment Advisors financial planning staff attend the Financial Planning Association NorCal Conference in San Francisco as part of a continuing desire to maintain the highest standards of excellence in Bell’s fi...
June 7, 2018
Bell Investment Advisors has been a major supporter of the Piedmont East Bay Children’s Choirs (PEBCC.org) for almost ten years. We are lifelong music lovers and consider our involvement with Bay Area music and arts organizations central to making a goo...
June 5, 2018
On May 22, 2018 Jim Bell, CFP®, President and Founder of Bell Investment Advisors, addressed members of the Oakland Chamber of Commerce regarding the new Tax Cuts and Jobs Act and its impacts on philanthropy. Over thirty members of the Chamber were in a...
May 29, 2018
Jim Bell, CFP®, President and Founder of Bell Investment Advisors, was recently interviewed by a Reuters news reporter, Stephen Culp. The topic was trade tariffs, for an article which was published online May 17. Jim has recently been writ...
April 30, 2018
Jim Bell, CFP®, President and Founder of Bell Investment Advisors, has been invited to speak to members of the Oakland Chamber of Commerce by its Community Impact Committee on the topic, Consequences of the New Tax Law on Charities and Estates: What Nonp...
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...
The Dow Jones Industrial Average and the S&P 500 reached the end of the second quarter well below th...
Join us for our quarterly Investment Committee Update online webinar.
Thanks to the St. Patrick’s Day editorial page of the Wall Street Journal, I learned about America...
Every year, representatives of the Bell Investment Advisors financial planning staff attend the Financial Planning Association NorCal Conference in San Francisco as part of a continuing desire to maintain the highest standards of excellence in Bell’s financial planning practices, as well as to pursue ongoing professional education. On May 29 and 30 of this year, […]
