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.

Laurent Harrison, CFP® Volunteers at Free Financial Planning Day

News
Posted: 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 Francisco. Along with other local CERTIFIED FINANCIAL PLANNERS™, he offered no-cost financial planning consultations to families affected by the October 2017 Santa Rosa fires. Sessions were open to anyone who had losses due to those fires. In keeping with Bell’s commitment to serving the community, Bell staff have participated in past pro bono financial planning events throughout the Bay Area. Bell maintains an office in Santa Rosa in addition to its corporate headquarters in downtown Oakland, California.

 

Market Analysis

White paper feature image
The U.S. Economy Says “Yes”, But the Stock Market Says “No” – 1/4/19
January 18, 2019 2018 brought a remarkable divergence between U.S. economic data and U.S. stock market performance. …Read More

Video

video feature image
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

bellinvest publicaion
“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

Latest Tweet

Connect With Us

bellinvest 20 year