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

Economic Resilience Conquers All
October 3, 2018 Despite all the news that could be so distracting, investors are focusing on U.S. economic strength …Read More

Video

Are the Brightest Days Still Ahead? (Investment Committee Update)
October 3, 2018

Publication

Homeowners Insurance
July 23, 2018 On October 8, 2017, a fire began in Calistoga, California, that would kill 43 people and displace …Read More

Latest News

Ramsay Leimenstoll Quoted on Emergency Funds

Ramsay Leimenstoll, Bell’s paraplanner on the Financial Planning team, was recently consulted, along with other financial experts from around the country, on the topic of personal and family emergency funds. The result is an edifying blog post, “How Much Should I Put into My Emergency Fund?” on the website of Earnest, a loan provider/refinancer. Ms. …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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