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

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

2018 Schwab 1099 Availability

The 2018 tax season is now upon us, and with that comes tax documentation to assist you in filing your return. All official tax reporting information will come directly from Schwab. Please see below for timelines (varies by document type). 1099 – Paper Mailing For retirement accounts, you should have already received your Form 1099-R. …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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