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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...

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...

Market Analysis

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A Global Correction is Overdue. (2/2/2018)
February 2, 2018

Believe it or not, I would have liked to have seen a greater pullback in the stock market than the t...


Video

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Why is the Market So Strong, and What Could Go Wrong?
January 19, 2018

Join us as we explore these questions in our half hour webinar to discuss topics like What does the


Publication

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Long-Term Care
January 26, 2018

Some years ago, a client came to me concerned about his long-term care policy. He purchased the poli...

Latest News

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

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 Symphony’s February 9 concert, “Pride & Prejudice: Notes from LGBTQ”. Jim had this to say about their sponsorship: It is […]

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