News & Events

Sign up for our monthly Bell e-News.

To get the latest news and updates from us, please fill out the form and click "Subscribe" to receive our e-newsletter.

Heidi Stoltz to Present at Oakland’s YWCA Young Women & Money Conference, 12/9

News
Posted: 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 credit, budgeting, paying bills, and investing.

Oakland Mayor Libby Schaff will give the opening address, and Heidi Stoltz, Investment Advisor at Bell Investment Advisors, will be one of the workshop presenters. Heidi has given several Bell-sponsored presentations on “Financial Literacy & Behavior for Adults and Young Adults” and plays a key role in The Women’s Roundtable at Bell. Her afternoon workshop at the conference will focus on credit and credit security.

The conference will be held at the Marriot Oakland City Center near the 12th Street BART station on Saturday, December 9, 9 am – 4 pm. Bell Investment Advisors will be a sponsor of this year’s event.

For more information and to register: http://www.ywca-berkeley.org/young-women-money-conference Alert: the conference sells out every year!

Market Analysis

White paper feature image
“Stocks are falling. I’m buying them anyway.” – 12/4/18
December 5, 2018 The above is a quote from Jeff Sommers as the title of his 11/18/2018 “Strategies” column in …Read More

Publication

bellinvest publicaion
Do You Have a Bias Against International Small-Cap Stocks?
October 25, 2018 With the S&P 500 fully recovered from the correction earlier this year, and hovering near its …Read More

Latest News

Piedmont East Bay Children’s Choir Candlelight Concert

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 good life happen for our family, our business, and our community. On Sunday, December 2 from …Read More

Latest Tweet

Connect With Us

bellinvest 20 year