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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

Bonnie Bell and Jim Bell, CFP® Honored at Festival Opera Gala

December 18, 2018

 Jim and Bonnie Bell were honored at the 2018 gala fundraiser for Festival Opera at Scott’s Seafood Restaurant in Walnut Creek on December 12. In addition to serving for three years at the helm of Festival Opera, Jim has also served as board chair …Read More

Piedmont East Bay Children’s Choir Candlelight Concert

November 16, 2018

Bell Investment Advisors has been a major supporter of the Piedmont East Bay Children’s Choir (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 …Read More

Market Analysis

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Market Analysis – October 2019
October 9, 2019 The Stock and Bond Markets This year continues to be a rewarding one for stock and bond investors …Read More

Video

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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