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FEATURED STORY
Jim Bell featured with Michael Morgan and Ronn Guidi, in an article about partnership between business and the arts in support of the community. Featured in the East Bay Business Times Sept. 12th.
Click here to read the article.

Release
June 2010 -
Bell Investment Advisors Offers New White Paper,
"How to Reduce the ‘Real’ Risk of Money Market Funds"

Click here to read the article.

Webinar
June 2010 -
Bell Investment Advisors Offers Webinar,
"Preparing for a Comfortable Retirement"

Click here to read the article.

Release
May 2010 -
Bell Investment Advisors Sponsors
Symphony Season Finale,
Ode to Joy
Click here to read the article.

Release
May 2010 -
Bell Investment Advisors Portfolio Manager
Dana Nelson Wins Outstanding Student Award

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Webinar
March 16, 2010 -
Bell Investment Advisors Offers Webinar,
"Building Momentum for a Good Life"

Bell Investment Advisors 
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Release
February 8, 2010 -
Bell Investment Advisors Adds John Tregenza for
Client Development

Bell Investment Advisors 
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Article
April 3, 2009 -
Boomers Making Seismic Plan Changes
WebCPA 
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Article
March 27, 2009 -
No Bailout Package for Retirement
Generational Advisor 
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Article
February 20, 2009 -
Wealthy 60 year olds cut spending, survey finds
featuring Matt King
Investment News 
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Article
February 18, 2009 -
Derailed Boomers Nearing Retirement
Make Seismic Changes to their Plans

Yahoo Finance 
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Release
February 18, 2009 -
New survey of affluent Boomers at 60 reveals
plans to work longer and cut spending

Bell Investment Advisors 
Click here to read the release.

Article
February 6, 2009 -
Bond market calls the Feds bluff
featuring Matt King
CNNMoney.com 
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Article
February 6, 2009 -
Wall Street shrugs off January job losses of 598K by the Associated Press
featuring Matt King
Yahoo.com 
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Article
January 25, 2009 -
Investors await earnings, Obamas stimulus plan
featuring Matt King
TricityHerald.com 
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Article
January 25, 2009 -
Investors await earnings, Obamas stimulus plan
featuring Matt King
Associated Press 
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Article
January 23, 2009 -
Stocks-Tech rallies, blue chips slump
featuring Matt King
CNN Money.com 
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Article
January 12, 2009 -
Is now the time to get back in the market
featuring Matt King
SF Chronicle 
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Article
January 5, 2009 -
Investors collect profits after last weeks rally
featuring Matt King
Associated Press 
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Article
January 5, 2009 -
Investors should be prepared
featuring Matt King
CNN.com 
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Article
January 5, 2009 -
Experts Advise investors to stay in the market
featuring Jim Bell
Oakland Tribune 
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Article
December 14, 2008 -
Wall Street looks to Fed auto bailout this week
featuring Matt King
Associated Press 
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Article
December 14, 2008 -
Are markets finally bottoming
featuring Matt King
Newsday.com 
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Article
December 13, 2008 -
Retail sales wholesale prices fall again
featuring Matt King
Tribune Scottsdale 
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Article
December 12, 2008 -
Stocks edge higher amid hope for automaker rescue
featuring Matt King
Associated Press 
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Article
December 12, 2008 -
Stocks higher on revived hope for auto industry
featuring Matt King
USA Today 
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Article
December 12, 2008 -
Stocks advance amid hope for automaker rescue
featuring Matt King
Associated Press 
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Article
December 12, 2008 -
Favorable auto news boosts Dow
featuring Matt King
Houston Chronicle News Services 
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Article
November 5, 2008 -
Election Day Brings Rally
featuring Matt King
Stock Market Information 
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Article
November 4, 2008 -
Stocks stage best Election Day rally in 24 years
featuring Matt King
Yahoo News 
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Article
November 4, 2008 -
Wall Street stages Election Day rally
featuring Matt King
Yahoo News 
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Article
November 4, 2008 -
Wall Street stages Election Day rally
featuring Matt King
Money Market 
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Article
October 29, 2008 -
Rate Cuts: Who’s the 800 lb Gorilla
featuring Matt King
iStock Analyst 
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Article
October 29, 2008 -
Wall Street on edge despite Dow’s surge
featuring Matt King
AJC.com 
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Article
October 28, 2008 -
Dows 2nd Best Day Ever
featuring Matt King
CNN Money 
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Article
October 28, 2008 -
Dow ends up almost 900, but no one is exhaling
featuring Matt King
Associated Press 
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Article
October 28, 2008 -
Stocks surge as investors hunt for bargains
featuring Matt King
Associated Press 
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Article
October 28, 2008 -
Dow jumps nearly 900 as investors seek bargains
featuring Matt King
Associated Press 
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Article
October 25, 2008 -
Wall Street's 'fear gauge' jumps to record high
featuring Matt King
Financial Times 
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Article
October 22, 2008 -
Oakland Ballet opens new season
Oakland Tribune 
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Article
October 20, 2008 -
Oakland Ballet Opens
Oakland Tribune 
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Article
October 8, 2008 -
Bell mentioned with Michael Morgan
Oakbook 
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Article
September 26, 2008 -
East Bay business owner weigh in on bailout
featuring Jim Bell
EBBT 
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Article
September 30, 2008 -
Dow comes back big
featuring Matt King
CNNMoney.com 
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Article
September 26, 2008 -
Oakland businesses showing love for city's ballet, symphony
Oakland Tribune 
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Article
September 26, 2008 -
East Bay business owners weigh in on proposed economic bailout
featuring Jim Bell
East Bay Business Times 
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Article
July 14, 2008 -
Strong gains for S&P as Fed holds rates
featuring Matt King
FT.com 
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Article
July 14, 2008 -
Banks batter Wall Street
featuring Matt King
CNNMoney.com 
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Article
July 14, 2008 -
Stocks dip despite rescue plan
featuring Matt King
CNNMoney.com 
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Article
July 7, 2008 -
Mortgages No Longer a Stigma in Retirement
RHSenior.com  
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Article
July 1, 2008 -
Wall Street pessimists cash in
CNN Money.com  
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Article
July 1, 2008 -
For many today, golden years mean less travel, more work; Prices have seniors downsizing dreams
USA Today 
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Article
July 1, 2008 -
High Fuel Prices Force Retirees To Reassess Lifestyles
LA Times 
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Article
July 1, 2008 -
What to Do When Time Isn’t on Your Side
Money Magazine  
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Article
June 25, 2008 -
Stocks trim gains after Fed featuring Matt King
CNN Money.com  
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Article
June 25, 2008 -
Fed holds rates steady, dials up inflation worry featuring Matt King
Reuters.com  
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Article
June 20, 2008 -
Bracing for a roller-coaster recovery featuring Matt King
CNN Money.com  
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Article
June 19, 2008 -
Should You Pay Off Your Mortgage Before You Retire?
U.S. News  
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Article
June 16, 2008 -
Comfortable retirement a fading dream for many
San Francisco Chronicle  
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Release
June 10, 2008 -
Mortgages No Longer a Stigma in Retirement,
Bell Investment Advisors Survey Reveals

Bell Investment Advisors 
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Article
May 28, 2008 -
Stocks Reluctant to Stray from the Middle featuring Matt King
TheStreet.com 
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Article
May 27, 2008 -
Oil sinks, stocks rise featuring Matt King
CNNmoney.com 
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Article
May 19, 2008 -
Anxious boomers may postpone retirement
Investment News 
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Article
May 9, 2008 -
Blustery economy drives boomers to safer havens
San Francisco Business Times  
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Article
May 7, 2008 -
When $1 Million Isn’t Enough
U.S. News 
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Appearance
May 6, 2008 -
Jim Bell on the Fox Business Network spoke about the results of our annual Affluent Boomer Survey and gave advice to boomers about their retirement.

Article
May 6, 2008 -
Boomers Change Retirement Plans Due to Recession Fears
CNBC 
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Article
May 6, 2008 -
Boomers' spending goes bust
Market Watch 
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Article
May 1, 2008 -
Stocks Still Climbing on Tech Rally featuring Matt King
TheStreet.com 
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Release
April 30, 2008 -
Boomers change retirement plans due to recession fears
Bell Investment Advisors 
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Article
April 16, 2008 -
Big rally on Wall Street
CNN Money.com  
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Article
April 2, 2008 -
Investor says market beatable
Novato Advance  
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Article
March 31, 2008 -
Market unrest puts investors on defensive
TimesUnion.com  
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Article
March 30, 2008 -
Managing money to retire in style
TimesLeader.com  
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Article
March 19, 2008 -
Fed cuts short-term interest rates by three quarters of a percent
The Christian Science Monitor 
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Article
March 18, 2008 -
Four at Four: Dear Ben, We Still Love You
The Wall Street Journal Online 
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Article
March 18, 2008 -
Fed, Financials Ignite U.S. Rally
TheStreet.com  
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Article
March 18, 2008 -
Fed Shows An Ounce Of Restraint
Forbes.com  
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Article
March 18, 2008 -
Dow spikes 420 points on rate cut
CNN Money.com  
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Article
March 17, 2008 -
Investors recoil from market's gyrations
CNN Money.com and Forbes.com  
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Article
March 14, 2008 -
Learning how to retire in style
The Contra Costa Times  
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Article
February 27, 2008 -
Stocks End Little Changed on Thestreet.com featuring Matt King
Stocks in New York bounced between positive and negative territory Wednesday... 
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Article
February 12, 2008 -
Blue Chips Rally on Buffet on CNNmoney.com featuring Matt King
Dow and S&P 500 jump on billionaire investor's offer to help bond insurers and a plan for mortgage lenders to help homeowners. Tech-fueled Nasdaq can't hold on to gains.  
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Article
January 18, 2008 -
North, South, East, West. Where Are You on WebCPA feat. Jim Bell
It’s the East vs. the West again, no doubt about it. If you look at Baby Boomers today, they seem to have a lot in common...
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Article
January 4, 2008 -
Boomers can't bank on their homes to fund retirement in the East Bay Business Times by Jim Bell
The day retired teacher Kathleen Casey-Kirschling became the first baby boomer to apply for Social Security benefits, U.S. home sales sank to a record low... 
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Article
December 23, 2007 -
New Year's Tips in the SF Chronicle featuring Bonnie Bell
Old dogs, new tricks. Bringing in the New Year with a new career.  
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Article
December 11, 2007 -
Business Week Market Snapshot Interview with Matt King
Disappointment with the central bank's moves -- especially its quarter-point discount rate easing -- sparked a sell-off Tuesday.  
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Article
December 11, 2007 -
Plan Adviser Article featuring Bell
A nationwide survey indicates Baby Boomers from the Western U.S. have a markedly different outlook on their life, health, and money, than do boomers in other regions of the country.  
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Article
November 13, 2007 -
Best Way to Short Oil on thestreet.com featuring Matt King
With so many people so bullish about oil, it might be a good time to think about shorting it.
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News Archive
Click here to view the news archive