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.

NorCal Conference Inspires

News
Posted: June 18, 2018

Every year, representatives of the Bell Investment Advisors financial planning staff attend the Financial Planning Association NorCal Conference in San Francisco as part of a continuing desire to maintain the highest standards of excellence in Bell’s financial planning practices, as well as to pursue ongoing professional education.

On May 29 and 30 of this year, Forrest Bell, CFP® and Laurent Harrison, CFP®, both Senior Investment Advisors and Financial Planners at Bell, were among the 600 who attended the two-day nationally-known conference, considered by many to be the gold standard of FP conferences, and now in its 46th year. Forrest noted that a good number of the godfathers of financial planning are from our own Northern California. (Note: Jim Bell, CFP®, Founder and Chief Investment Officer at Bell Investment Advisors, served for eight years on the Board of Directors of the Financial Planning Association, San Francisco.)

At this year’s conference, Laurent was particularly inspired by one of the four keynote speakers, Rosie Rios, 43rd Treasurer of the United States. (Check for her signature right there on your bills). She is a powerhouse for feminist issues and for young women financial planners, as well as for female clients. Watch for upcoming projects of hers featuring women in history.

(You may want to note: Bell Investment Advisors sponsors The Women’s Roundtable, which hosts wine and cheese gatherings several times a year focusing on topics of interest for women. bit.ly/2TWRT)

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

Video

video feature image
Mid-Term Aftermath
December 21, 2018 Join us for our quarterly Investment Committee Update webinar as our presenters discuss timely …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

bellinvest publicaion

2019: Trade War, Trade Resolution and Interest Rates

Join us as we review 2018 and discuss what 2019 may have in store for investors: Does the poor end to 2018 mean better things for this year? How will politics and the Federal Reserve factor in? Will market volatility persist? Can the global economic slowdown reverse itself? Jim Bell, CFP®, Founder and Chief Investment …Read More

Latest Tweet

Connect With Us

bellinvest 20 year