Webinars

April 2018

The Tariff Tantrum and The Trade Deficit

Tune in to Jim Bell, CFP®, President & Founder, Bell Investment Advisors, as he presents a half-hour online webinar, “The Tariff Tantrum and the Trade Deficit”.

Deregulation and tax cuts from the Trump administration are constructive for businesses and investors.
Is Trump becoming destructive for 2018?
What does Trump NOT understand about tariffs?
Why does Trump only talk about U.S. trade in manufactured goods and never about our trade in services?

Market Analysis

Market Analysis – October 2019
October 9, 2019 The Stock and Bond Markets This year continues to be a rewarding one for stock and bond investors …Read More

Video

How Likely is a U.S. Recession?
October 7, 2019 …Read More

Publication

Providing for Your Children and Others with a 529 Plan
August 26, 2019 The three biggest financial commitments that most people will make in their lifetimes are buying a …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

Connect With Us

bellinvest 20 year

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.

Resource Center