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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

Jim Bell Interviewed by Reuters on Trade

May 29, 2018

    Jim Bell, CFP®, President and Founder of Bell Investment Advisors, was recently interviewed by a Reuters news reporter, Stephen Culp. The topic was trade tariffs, for an article which was published online May 17. Jim has recently been …Read More

Consequences of the New Tax Law on Charities and Estates: What Nonprofits and Their Supporters Need to Know

April 30, 2018

Jim Bell, CFP®, President and Founder of Bell Investment Advisors, has been invited to speak to members of the Oakland Chamber of Commerce by its Community Impact Committee on the topic, Consequences of the New Tax Law on Charities and Estates: What …Read More

Market Analysis

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Stock Markets Assess the Future
May 8, 2020 For investors, April could not have been more different than March. As measured by the Russell …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