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Bell Investment Advisors to Sponsor Oakland Symphony‘s Season Finale: The Artist’s Struggle

April 23, 2018

On Friday, May 18, at 8 pm, at the historic Paramount Theatre in downtown Oakland, Maestro Michael Morgan will conduct Leonard Bernstein’s Serenade after Plato’s Symposium for Violin and Orchestra, followed by Peter Ilyich Tchaikovsky’s Op. 74, …Read More

We’re Rebuilding Oakland. Come Volunteer with Us!

April 5, 2018

Bell Investment Advisors’ staff is once again partnering with our office building neighbors three floors up, the legendary Oakland law firm, Wendel, Rosen, Black and Dean LLP, to work side by side on a project to rehabilitate the home of a senior …Read More

Jim Bell, CFP® Quoted in Forbes

April 3, 2018

Forbes Magazine interviewed Jim Bell, CFP® for the March 26, 2018 article, “Why Successful Investors Create a Financial Plan”. He is quoted in this excerpt from Adam Sarhan’s article: Investors who take the time to create a financial …Read More

Selfie at the Oakland Rotary

March 9, 2018

Selfie! Bell client, Peter M. Sherris, MD, posted a photo February 1, 2018 on Facebook of himself and Jim Bell, CFP® at the Oakland …Read More

Jim and Bonnie Bell Underwriting Jonathan Cozart (aka Paint)!

February 9, 2018

Jonathan Charles “Jon” Cozart, known by his online alias Paint, is an American YouTube personality, musician, and comedian. Bonnie and Jim Bell, long-time supporters of the Oakland Symphony, are underwriting Cozart’s special appearance at the …Read More

Corinne Salera Bedford, CFP® to Present at S&P Dow Jones Indices Webinar, 2/15

February 7, 2018

Corinne Salera Bedford, CFP®, Portfolio Manager and Investment Advisor at Bell Investment Advisors, will be speaking at an upcoming webinar for financial advisors sponsored by S&P Dow Jones Indices, a division of S&P Global. The webinar, Is the …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


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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


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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