Jim Bell, CFP®
President and Founder
Rohan Nayak, CFP®
Portfolio Manager, Investment Advisor
A discussion of the Trump administration’s actions and policies that are relevant to investors and an exploration of the threats and opportunities that could follow.
September Surprise! On average, September is the worst month of the year for stock market performanc...
A discussion of the Trump administration’s actions and policies that are relevant to investors and
By no means am I an authentic basketball fan. For example, I do not under-stand a pick and roll. But...
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 who are interested in attending. The half hour talk on giving during the retirement […]