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2018 Schwab 1099 Availability
The 2018 tax season is now upon us, and with that comes tax documentation to assist you in filing your ...
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Earthquake Insurance
Over the past two years, the number of homes destroyed by wildfires in California has prompted many homeowners to reconsider ...
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“What’s Bonnie Going to Do?!”
Ever since Jim’s Succession Letter went out last month announcing that Forrest has become President of Bell Investment Advisors, people ...
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“It Was the Best of Times, It Was the Worst of Times . . .”
…So wrote Charles Dickens in his famous opening line of A Tale of Two Cities. Dickens wrote this novel in ...
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The U.S. Economy Says “Yes”, But the Stock Market Says “No” – 1/4/19
2018 brought a remarkable divergence between U.S. economic data and U.S. stock market performance. The economy and the forward-looking stock ...
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Open House – Postponed Due to Construction
Unfortunately, Our upcoming Open House event has been postponed due to the ongoing construction in and around our building. Once ...
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Mid-Term Aftermath
Mid-Term Aftermath Join us for our quarterly Investment Committee Update webinar as our presenters discuss these timely topics: Divided Government ...
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Bonnie Bell and Jim Bell, CFP® Honored at Festival Opera Gala
Jim and Bonnie Bell were honored at the 2018 gala fundraiser for Festival Opera at Scott’s Seafood Restaurant in Walnut ...
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Forrest Bell, CFP® Promoted to President of Bell Investment Advisors
OAKLAND, CA. December 18, 2018/PRNewswire/ — Bell Investment Advisors (www.bellinvest.com) has announced that Forrest Bell, CFP® will succeed his father, ...
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