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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...
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...
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...
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....
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...
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...
An analysis of the market, the most important investment principles, the threat of tariffs and trade...
Tune in to Jim Bell, CFP®, President & Founder, Bell Investment Advisors, as he presents a half-hou
Thanks to the St. Patrick’s Day editorial page of the Wall Street Journal, I learned about America...
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 […]
