Webinars

Everyone is welcome to view the webinars listed here.



Flexibility Moves the Market Upwards

April 8, 2019

The U.S. stock market is celebrating its best start to a new year since 1987. Join Bell Investment …Read More

2019 Threats and Opportunities

February 14, 2019

Join us as we review 2018 and discuss what 2019 may have in store for investors: Does the poor end …Read More

Mid-Term Aftermath

December 21, 2018

Join us for our quarterly Investment Committee Update webinar as our presenters discuss timely …Read More

Are the Brightest Days Still Ahead? (Investment Committee Update)

October 3, 2018

As we mark the nation’s longest bull market on record, our presenters will discuss U.S. Earnings …Read More

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

September 12, 2018

While the new law impacts individuals and the …Read More

Is This as Good as It’s Going to Get?

June 27, 2018

Join us for our quarterly Investment Committee Update online webinar. …Read More

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 …Read More

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

March 28, 2018

Join us for our quarterly Investment Committee Update online webinar. …Read More

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 …Read More

Retirement Spending: A Blueprint for Smart & Strategic Distributions

November 21, 2017

Use your investment accounts to create a monthly paycheck in retirement. Tailor your …Read More

President Trump: The First Sixty Days

April 5, 2017

A discussion of the Trump administration’s actions and policies that are relevant to investors …Read More

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 …Read More

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 …Read More

How Recent Social Security Changes May Affect You

March 30, 2016

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

Year-End Review and 2016 Preview

December 16, 2015

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

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Market Analysis

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Best Quarter for U.S. Stocks Since 2009
April 5, 2019 The breadth of the U.S. stock market gain in the first quarter of 2019 caused all sectors of the …Read More

Video

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Flexibility Moves the Market Upwards
April 8, 2019 The U.S. stock market is celebrating its best start to a new year since 1987. Join Bell Investment …Read More

Publication

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Middle Retirement Planning
April 17, 2019 If you read financial planning textbooks, you might be left with the impression that people report …Read More

Latest News

2018 Schwab 1099 Availability

The 2018 tax season is now upon us, and with that comes tax documentation to assist you in filing your return. All official tax reporting information will come directly from Schwab. Please see below for timelines (varies by document type). 1099 – Paper Mailing For retirement accounts, you should have already received your Form 1099-R. …Read More

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