Resource Center

Webinars

September 2016

SOCIAL IMPACT INVESTING: Promoting Positive Change Within Your Portfolio


Presenters:

Heidi Stoltz, Investment Advisor
Corinne Salera, Portfolio Manager, Investment Advisor

In this half-hour webinar video,

  • Learn how you can support the causes you care about and avoid controversial industries.
  • Find out that you don’t have to sacrifice return to invest in your values.
  • Hear how these funds are making an impact in gender equality, environmental protection, small business development, and affordable housing.

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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