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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

Golden Gate International Children’s & Youth Choral Festival

June 7, 2018

Bell Investment Advisors has been a major supporter of the Piedmont East Bay Children’s Choirs (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 …Read More

At His Address to the Oakland Chamber of Commerce, Jim Bell, CFP® Offers to Speak to Nonprofits About TCJA’s Impact on Charitable Giving.

June 5, 2018

On May 22, 2018 Jim Bell, CFP®, President and Founder of Bell Investment Advisors, addressed members of the Oakland Chamber of Commerce regarding the new Tax Cuts and Jobs Act and its impacts on philanthropy. Over thirty members of the Chamber were in …Read More

Market Analysis

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Best Quarter for U.S. Stocks Since 2009
April 5, 2019 The breadth of the U.S. stock market gain in the first quarter of 2019 caused all sectors of the …Read More

Video

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Flexibility Moves the Market Upwards
April 8, 2019 The U.S. stock market is celebrating its best start to a new year since 1987. Join Bell Investment …Read More

Publication

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Middle Retirement Planning
April 17, 2019 If you read financial planning textbooks, you might be left with the impression that people report …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

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