Webinars

Everyone is welcome to view the webinars listed here.

Only clients have access to the Investment Committee Update webinars. 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.



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

September 12, 2018

Is This as Good as It’s Going to Get?

June 27, 2018

Join us for our quarterly Investment Committee Update online webinar.

The Tariff Tantrum and The Trade Deficit

April 23, 2018

Tune in to Jim Bell, CFP®, President & Founder, Bell Investment Advisors, as he presents a half-hour online webinar, “The Tariff Tantrum and the Trade Deficit”.

What’s Driving This Market Now? Don’t Fight the Fundamentals

March 28, 2018

Join us for our quarterly Investment Committee Update online webinar.

Why is the Market So Strong, and What Could Go Wrong?

January 19, 2018

Join us as we explore these questions in our half hour webinar to discuss topics like What does the tax bill mean for 2018..

Retirement Spending: A Blueprint for Smart & Strategic Distributions

November 21, 2017

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

Tailor your distributions to meet your needs before and after receiving Social Security.

Coordinate distributions to minimize taxes.

Avoid penalties, and ensure you satisfy your Minimum Required Distribution

President Trump: The First Sixty Days

April 5, 2017

A discussion of the Trump administration’s actions and policies that are relevant to investors and an exploration of the threats…

Year-End Review and 2017 Preview

January 24, 2017

The presenters review the market activity and the economic events of 2016, as well as preview what 2017 may have in store…

SOCIAL IMPACT INVESTING: Promoting Positive Change Within Your Portfolio

September 28, 2016

In this half-hour webinar video learn how you can support the causes you care about and avoid controversial industries…

How Recent Social Security Changes May Affect You

March 30, 2016

You could qualify to receive considerably more money from Social Security than…

Year-End Review and 2016 Preview

December 16, 2015

This webinar reviews the market activity and the economic events of 2015 and…

FACING REALITY: The Public Pension System Crisis Offers a Teaching Moment for Individuals and Families Planning Retirement

October 21, 2015

 

Mind Over Money Matters: How Our Psychology Reduces Investment Returns

September 23, 2015

In this webinar, we will take a look at the overwhelming…

Financial Literacy & Behavior for Adults and Young Adults

March 1, 2015

All human concerns are addressed more effectively when they are grounded…

How to Make Your Life Work Financially

January 1, 2015

The webinar reviews how you can maximize cash flow while minimizing risk and the importance of…

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Market Analysis

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The U.S. Consumer Lifts Once-Maligned Retailers
September 12, 2018

Brian Cornell, age 60, Target CEO, asserts that we are in the best consumer environment that he has ...


Publication

bellinvest publicaion
Homeowners Insurance
July 23, 2018

On October 8, 2017, a fire began in Calistoga, California, that would kill 43 people and displace 10...

Latest News

John Emerson Addresses Bell Investment Committee

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 on his Advisory Committee for Trade Policy and Negotiations. He currently works in global distribution […]

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