Resource Center

Webinars

December 2018

Mid-Term Aftermath

Join us for our quarterly Investment Committee Update webinar as our presenters discuss these timely topics:

  • Divided Government
  • Stability of Tax and Deregulation Policies
  • China Slowdown and Trade War
  • Corporate Earnings
  • Economic Strength
  • Fed Policy
  • 2019 Outlook

Jim Bell,CFP®, Founder, Chief Investment Officer
Corinne Salera Bedford,CFP®, Portfolio Manager, Investment Advisor

Market Analysis

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Investors Rewarded
November 9, 2019 This year continues to reward stock and bond investors. After starting the month with a decline, …Read More

Video

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2020 Election Impact and an Update on the US Economy
December 21, 2019

Publication

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529 College Savings Plan Resources
November 1, 2019 529 Education Savings Plans are a meaningful topic for parents, grandparents, and anyone else who …Read More
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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