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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

Jim Bell Interviewed on Sears Bankruptcy

October 26, 2018

Jim Bell, CFP®, Founder and Chief Financial Officer of Bell Investment Advisors, offers his personal perspective on the Sears’ bankruptcy. He is quoted, along with President Trump and others, in Christopher Hall’s article, “What Consumers are …Read More

Ramsay Leimenstoll Quoted on Emergency Funds

October 16, 2018

Ramsay Leimenstoll, Bell’s Paraplanner on the Financial Planning team, was recently consulted, along with other financial experts from around the country, on the topic of personal and family emergency funds. The result is an edifying blog post, “How …Read More

John Emerson Addresses Bell Investment Committee

August 20, 2018

The Bell Investment Advisors Investment Committee had the great privilege on July 11, 2018 to be visited by the distinguished John B. Emerson, American diplomat, lawyer, and former U.S. Ambassador to Germany, who was appointed by President Obama to serve …Read More

NorCal Conference Inspires

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 …Read More

Market Analysis

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The New Year Rally
February 5, 2020 The New Year Rally After a strong 2019, U.S. stocks initially rang in the New Year by gaining three …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