Webinars

October 2018

Are the Brightest Days Still Ahead? (Investment Committee Update)

As we mark the nation’s longest bull market on record, our presenters will discuss:

U.S. Earnings Growth
Consumer Confidence
Trade Disputes and Agreements
International Equities
U.S. Monetary Policy and the Bond Market

Jim Bell, CFP®, Founder, Chief Investment Officer

Corinne Salera Bedford, CFP®, Portfolio Manager, Investment Advisor

Market Analysis

Best Quarter for U.S. Stocks Since 2009
April 5, 2019 The breadth of the U.S. stock market gain in the first quarter of 2019 caused all sectors of the …Read More

Video

Flexibility Moves the Market Upwards
April 8, 2019 The U.S. stock market is celebrating its best start to a new year since 1987. Join Bell Investment …Read More

Publication

Middle Retirement Planning
April 17, 2019 If you read financial planning textbooks, you might be left with the impression that people report …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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Bell Investment Advisors, established in 1991, a privately-held, registered investment advisory firm located in Oakland, California in the San Francisco Bay Area, offers investment management, financial planning, and career/life coaching, all of which factor into Making a Good Life Happen® for their clients.

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