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Heidi Stoltz to Present at Oakland’s YWCA Young Women & Money Conference, 12/9

November 28, 2017

You may know a young woman, 18 – 30, who could benefit from attending the YWCA’s tenth annual Young Women and Money Conference. This conference is designed to help young women gain financial independence and success. Attendees will learn about good …Read More

Bell Staffer Volunteers at Financial Planning Day

November 9, 2017

Recognizing the value of financial planning for all, Bell Paraplanner Ramsay Leimenstoll served as a logistics volunteer on Saturday, October 28 at “Free Financial Planning Day” at the main branch of the San Francisco Public Library. This annual …Read More

Candlelight Concerts Expected to Delight

October 27, 2017

The Candlelight Concerts at First Congregational Church in Berkeley, December 2, 2017 and on the Old First Concert Series in San Francisco, December 3 are always among the highlights of the performance season for the Piedmont East Bay …Read More

Charitable Giving During the Retirement Years: A “Choirside” Lecture

October 18, 2017

The Piedmont East Bay Children’s Choir is hosting a presentation on October 28 by Jim Bell, CFP®, President and Founder of Bell Investment Advisors, for parents and grandparents of chorus members — and opening the event to others in the community …Read More

Bell Adds Additional Identity Protection for Clients

October 10, 2017

Identity repair available to Bell clients since 2014 Increasingly we hear stories and see headlines of data system breaches, identity theft and the high cost of credit and identity theft restoration. In our continuing effort to provide additional value …Read More

Forrest Bell, CFP® Quoted in Article About Bay Area Housing Crisis

October 9, 2017

Home Truths: The Hidden Reason Behind Berkeley’s Housing Crisis Bay Area housing is always a lively topic, and once again Forrest Bell, CFP®, Senior Investment Advisor and Financial Planner at Bell Investment Advisors had something to say about real …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