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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

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

Bonnie and Jim Bell at the 2018 Oakland Symphony Gala on November 10

November 15, 2018

Jim and Bonnie Bell, along with over 150 other joyful attendees, had a grand time at the 2018 gala fundraiser for the Oakland Symphony at the Rotunda Building in downtown Oakland on November 10. This year Bonnie served on the gala’s organizing …Read More

Laurent Harrison, CFP® Volunteers at Free Financial Planning Day

November 13, 2018

Laurent Harrison, CFP®, Senior Investment Advisor and Financial Planner at Bell Investment Advisors, participated as a volunteer in Santa Rosa on Saturday, November 3 at Free Financial Planning Day, sponsored by the Financial Planning Association of San …Read More

Market Analysis

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February Celebrates Flexibility – 3/4/2019
March 5, 2019 The U.S. stock market is celebrating its best start to a new year since 1987. One big factor that …Read More

Video

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2019 Threats and Opportunities
February 14, 2019 Join us as we review 2018 and discuss what 2019 may have in store for investors: Does the poor end …Read More

Publication

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“It Was the Best of Times, It Was the Worst of Times . . .”
January 31, 2019 …So wrote Charles Dickens in his famous opening line of A Tale of Two Cities. Dickens wrote this …Read More

Latest News

2018 Schwab 1099 Availability

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 – Paper Mailing For retirement accounts, you should have already received your Form 1099-R. …Read More

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