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.



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…

The Business Value of Investing In Women

November 1, 2014

Professor McElhaney will discuss the business case for and value of investing in women globally…

2014 Estate Planning Update and the Role of Insurance

October 1, 2014

The webinar will focus on the permanent changes to estate tax…

Performance Momentum vs. Fixed Allocations: What Every Investor Should Know

September 1, 2014

Find out what a performance momentum investment…

Is Your 401(k) Plan Right for You?

June 1, 2014

What are the questions you should be asking about your 401(k)?

Are You Missing Strategic Benefits from Social Security?

April 1, 2014

Don’t miss out on money that could be yours…

The Art of 1031 Exchanges for Your Real Estate Investments: Leveraging Your Wealth While Deferring Taxes

March 1, 2014

Are you considering selling your investment property…

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Market Analysis

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Market Analysis – July 2017
August 2, 2017

Thomson Reuters estimates that corporate earnings for the S&P 500 may again reach double digits ...


Video

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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


Publication

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Strength in Numbers: A Golden First Half for Global Stocks
July 26, 2017

By no means am I an authentic basketball fan. For example, I do not under-stand a pick and roll. But...

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Piedmont East Bay Children’s Choir Receives Grants from NEA and Bell

More Than $82 Million Awarded for Arts Projects Nationwide Includes $13,000 awarded to Piedmont East Bay Children’s Choir  Oakland, CA — National Endowment for the Arts Chairman Jane Chu has approved more than $82 million to fund local arts projects across the country in the NEA’s second major funding announcement for fiscal year 2017. Included […]

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