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Shelter-in-Place and COVID-19

March 19, 2020

Out of concern for the health and safety of our employees, clients, and the public at large, Bell Investment Advisors is fully supporting the shelter-in-place directive that began Tuesday, March 17th, in Alameda County and several surrounding Bay Area …Read More

Bell in the Community

March 2, 2020

Last fall, team members Ramsay Leimenstoll and Tiffany Blaho carried on Bell’s tradition of sending volunteers to the Financial Planning Association’s “Free Financial Planning Day”. This event, taking place every year at the main branch of the …Read More

Schwab Phishing Attempt Reported

June 20, 2019

Bell received notification from our custodian, Charles Schwab, of a text message-based phishing attempt imitating Schwab. The phishing attempt appears to have been sent to a random set of phone numbers, not necessarily clients of Schwab or Bell …Read More

2018 Schwab 1099 Availability

February 4, 2019

The 2018 tax season is now upon us, and with that comes tax documentation to assist you in filing your return. All official tax reporting information will come directly from Schwab. Please see below for timelines (varies by document type). 1099 – …Read More

Open House – Postponed Due to Construction

January 9, 2019

Unfortunately, Our upcoming Open House event has been postponed due to the ongoing construction in and around our building. Once new event details are finalized , we will make a new announcement. We sincerely apologize for any inconvenience. Thank you. …Read More

Forrest Bell, CFP® Promoted to President of Bell Investment Advisors

December 18, 2018

OAKLAND, CA. December 18, 2018/PRNewswire/ — Bell Investment Advisors (www.bellinvest.com) has announced that Forrest Bell, CFP® will succeed his father, founder of the firm, James F. Bell, CFP®, as President of Bell Investment Advisors, effective …Read More

Market Analysis

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Stock Markets Assess the Future
May 8, 2020 For investors, April could not have been more different than March. As measured by the Russell …Read More

Video

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Webinar: Economic Recovery – When will it begin? What shape will it take?
May 28, 2020   Presenters: Forrest Bell, CFP®, President and Senior Investment Advisor Laurent Harrison, …Read More

Publication

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529 College Savings Plan Resources
November 1, 2019 529 Education Savings Plans are a meaningful topic for parents, grandparents, and anyone else who …Read More