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Bell Investment Advisors Portfolio Manager Dana Nelson Wins Outstanding Student Award

May 20, 2010

Bell Investment Advisors, Inc., announced today that Dana Nelson, the firm’s Portfolio Manager, has received the Richard P. Arzaga 2010 Outstanding Student Award from UC Berkeley Extension’s Personal Financial Planning …Read More

Bell Investment Advisors Adds John Tregenza for Client Development

February 8, 2010

Bell Investment Advisors, Inc., a leading investment firm in the Bay Area, today announced that John Tregenza has joined the firm as director of client …Read More

New Survey of Affluent Boomers at 60 Reveals Plans to Work Longer and Cut Spending

February 17, 2009

More than half of affluent 60 year-olds are revamping their retirement plans, double the number who reported making changes a year ago, according to the fourth annual national survey by Bell Investment Advisors of Boomers reaching this milestone …Read More

Bond Market Calls the Feds Bluff, featuring Matt King

February 6, 2009

Bond Market Calls the Feds Bluff, featuring Matt King on …Read More

Jim Bell Featured with Michael Morgan and Ronn Guidi

January 13, 2008

Jim Bell East Bay Business …Read More

Market Analysis

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May Market Commentary
June 3, 2020 In May, optimism related to the gradual reopening of the US economy persisted. After some initial …Read More

Video

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Webinar: Economic Recovery – When will it begin? What shape will it take?
May 28, 2020   Presenters: Forrest Bell, CFP®, President and Senior Investment Advisor Laurent Harrison, …Read More

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