Everyone is welcome to view the webinars listed here.

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

Bhutan: Integrating the Spiritual & Material

April 1, 2012

Join Jim Bell and Bonnie Bell for a slide-enhanced presentation of their recent journey to …Read More

Why Education Planning Should Be Part of Your Financial Plan

March 30, 2012

Get access to the latest thinking and discussion from our March Education Planning …Read More

Making a Good Life Happen in Retirement

January 1, 2012

Join us for an opportunity to learn about our firm’s core philosophy, “Making a Good Life …Read More

Year-End Review and 2012 Preview

December 30, 2011

Join us for a review of market activity and the economic events of 2011, as well as a look forward …Read More

The Logistics of Retirement

October 1, 2011

Join us as we examine the topic of retirement and answer questions our clients often …Read More

Managing Your Cash Reserves in a No-Yield Environment

September 30, 2011

Join us for an in-depth look at how Bell is managing its clients' cash reserves in today's low …Read More

Personal Umbrella Insurance: An Asset Preservation Tool

July 30, 2011

Join us for an in-depth tutorial on umbrella insurance and learn whether it’s right for …Read More

Wills and Trusts: Tales from the Trenches

June 30, 2011

Join us for a discussion on a critical part of your portfolio: wills and trusts. Gain valuable …Read More

Building Momentum Through Financial Planning

April 30, 2011

Whether you are saving for retirement, your children’s education, or …Read More

Investing in Gold

March 30, 2011

With gold hovering around its all-time nominal price high, the shiny metal is making lots of …Read More

Market Analysis

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Market Analysis – October 2019
October 9, 2019 The Stock and Bond Markets This year continues to be a rewarding one for stock and bond investors …Read More


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Providing for Your Children and Others with a 529 Plan
August 26, 2019 The three biggest financial commitments that most people will make in their lifetimes are buying a …Read More

Latest News

Schwab Phishing Attempt Reported

Bell received notification from our custodian, Charles Schwab, of a text message-based phishing attempt imitating Schwab. The phishing attempt appears to have been sent to a random set of phone numbers, not necessarily clients of Schwab or Bell Investment Advisors. The phishing attempt was conveyed through text messages appearing to come from Schwab, but in …Read More


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