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.



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…

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…

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…

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Market Analysis

White paper feature image
A Global Correction is Overdue. (2/2/2018)
February 2, 2018

Believe it or not, I would have liked to have seen a greater pullback in the stock market than the t...


Video

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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


Publication

bellinvest publicaion
Long-Term Care
January 26, 2018

Some years ago, a client came to me concerned about his long-term care policy. He purchased the poli...

Latest News

Jim and Bonnie Bell Underwriting Jonathan Cozart (aka Paint)!

Jonathan Charles “Jon” Cozart, known by his online alias Paint, is an American YouTube personality, musician, and comedian. Bonnie and Jim Bell, long-time supporters of the Oakland Symphony, are underwriting Cozart’s special appearance at the Symphony’s February 9 concert, “Pride & Prejudice: Notes from LGBTQ”. Jim had this to say about their sponsorship: It is […]

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