Secure Client Login

Market Resources

Learning Resources

Clients can use the “Secure Client Login” button in the upper right corner of any page to securely access personal statements and videos of recent Investment Committee Update webinars. Contact your relationship manager or email info@bellinvest.com for help setting up your access.

Each month we provide our strategic analysis and review of the markets. Check the Market Analysis page for a review of the past month’s market activity and Bell perspectives and analysis. We outline our thinking and market strategy.

Our clients are invited each quarter to attend our Investment Committee Update webinar. Here we provide a detailed look of our latest thinking and discussion from our quarterly meeting including: current market conditions, market valuation, leadership trends, and our current allocation and strategy. Clients can access these webinar videos by logging into the Secure Client Login page. As always, please send us a comment with any questions. We are here to serve you.

At Bell we strive to provide a rich array of educational resources for our clients, prospective clients, and others who are interested. In the Resource Center you will find a library of our educational offerings. We offer monthly webinars on a variety of topics related to investment management, financial planning, and career and life coaching. We host seminars; write and publish a quarterly newsletter, The Opening Bell; generate detailed white papers on the latest relevant topics; and publish monthly articles on a favorite topic of ours, Making a Good Life Happen. We are your industry resource on the key topics that are affecting the market today.

We are always learning from our clients and prospective clients as well. We listen to your thoughts and suggestions, and encourage you to send us a comment when you read one of our white papers, or take the survey after you watch a webinar video. Your questions are important to us, and your comments may soon be developed into a future webinar topic, so please share your thoughts.

Market Analysis

White paper feature image
Does This Market Have a Reason to Go Down?
December 5, 2017

The operative word above is reason, which frames the question in a rational context. We all know tha...


Video

video feature image
Retirement Spending: A Blueprint for Smart & Strategic Distributions
November 21, 2017

Use your investment accounts to create a monthly paycheck in retirement. Tailor your distribution


Publication

bellinvest publicaion
Cash, Bonds, and Happiness
October 20, 2017

 Cash can make you happy, at least according to an article from the Wall Street Journal titled “M...

Latest News

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

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 credit, budgeting, paying bills, and investing. Oakland Mayor Libby Schaff will give the opening […]

Latest Tweet

Connect With Us

bellinvest 20 year