Webinars

Everyone is welcome to view the webinars listed here.



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

Asia in the Next Decade

January 30, 2011

As Asia continues to be a key driver of global growth, the question of Asia’s ability to perform …Read More

Momentum For Life

October 30, 2010

Join us for a webinar exploring new perspectives on your money and your …Read More

Wills and Trusts: Highlighting the Facts, Dispelling the Myths

July 29, 2010

Join us for a discussion examining the inner workings of …Read More

Preparing for a Comfortable Retirement

June 29, 2010

Join us as we discover how strategic financial planning can help you create a comfortable and …Read More

Building Momentum Toward a Good Life

March 29, 2010

Start the New Year off with a fresh look at your personal and financial goals. Discover how …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

Publication

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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

Latest News

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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