Everyone is welcome to view the webinars listed here.

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 …Read More

The Business Value of Investing In Women

November 1, 2014

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

2014 Estate Planning Update and the Role of Insurance

October 1, 2014

The webinar will focus on the permanent changes to estate …Read More

Is Your 401(k) Plan Right for You?

June 1, 2014

What are the questions you should be asking about your …Read More

Are You Missing Strategic Benefits from Social Security?

April 1, 2014

Don’t miss out on money that could be …Read More

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 …Read More

Making a Good Life Happen®—The Webinar

January 1, 2014

Join us for an opportunity to learn more about our firm's philosophy, "Making a Good Life …Read More

Milestones: Planning for Life Events – seminar

November 1, 2013

The Women’s Roundtable: Milestones – Planning for Life Events seminar …Read More

Introduction to Long Term Care

October 1, 2013

This webinar will introduce you to the basics of long term care: how care is provided, cost of …Read More

Financial Planning for Boomers, Part II

October 1, 2013

Topics include: Creating an investment strategy that supports and pivots with your financial …Read More

Preparing for Tomorrow’s Transitions Today

June 1, 2013

Prepare now for later-stage-of-life transitions, such as children leaving home, career change, …Read More

Making a Good Life Happen®—The Webinar

April 1, 2013

Topics and key message will …Read More

Financial Planning for Boomers, Part I

January 1, 2013

Topics include: education planning, cash reserves strategies, benefits of an insurance review, …Read More

Small Business Tax Planning

October 1, 2012

The webinar will offer a brief outline of income tax planning strategies for small …Read More

Strategies for Surviving Volatile Markets

April 1, 2012

What can one do when the stock market acts like a roller coaster? How does one protect against …Read More

Market Analysis

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“Stocks are falling. I’m buying them anyway.” – 12/4/18
December 5, 2018 The above is a quote from Jeff Sommers as the title of his 11/18/2018 “Strategies” column in …Read More


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Do You Have a Bias Against International Small-Cap Stocks?
October 25, 2018 With the S&P 500 fully recovered from the correction earlier this year, and hovering near its …Read More

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Piedmont East Bay Children’s Choir Candlelight Concert

Bell Investment Advisors has been a major supporter of the Piedmont East Bay Children’s Choir (PEBCC.org) for almost ten years. We are lifelong music lovers and consider our involvement with Bay Area music and arts organizations central to making a good life happen for our family, our business, and our community. On Sunday, December 2 from …Read More

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