Category: News
Consequences of the New Tax Law on Charities and Estates: What Nonprofits and Their Supporters Need to Know
Bell Investment Advisors
April 30, 2018
Jim Bell, CFP®, President and Founder of Bell Investment Advisors, has been invited to speak to members of the Oakland ...
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Bell Investment Advisors to Sponsor Oakland Symphony‘s Season Finale: The Artist’s Struggle
Bell Investment Advisors
April 23, 2018
On Friday, May 18, at 8 pm, at the historic Paramount Theatre in downtown Oakland, Maestro Michael Morgan will conduct ...
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We’re Rebuilding Oakland. Come Volunteer with Us!
Bell Investment Advisors
April 5, 2018
Bell Investment Advisors’ staff is once again partnering with our office building neighbors three floors up, the legendary Oakland law ...
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Jim Bell, CFP® Quoted in Forbes
Bell Investment Advisors
April 3, 2018
Forbes Magazine interviewed Jim Bell, CFP® for the March 26, 2018 article, “Why Successful Investors Create a Financial Plan”. He ...
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Selfie at the Oakland Rotary
Bell Investment Advisors
March 9, 2018
Selfie! Bell client, Peter M. Sherris, MD, posted a photo February 1, 2018 on Facebook of himself and Jim Bell, ...
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Jim and Bonnie Bell Underwriting Jonathan Cozart (aka Paint)!
Bell Investment Advisors
February 9, 2018
Jonathan Charles “Jon” Cozart, known by his online alias Paint, is an American YouTube personality, musician, and comedian. Bonnie and ...
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Corinne Salera Bedford, CFP® to Present at S&P Dow Jones Indices Webinar, 2/15
Bell Investment Advisors
February 7, 2018
Corinne Salera Bedford, CFP®, Portfolio Manager and Investment Advisor at Bell Investment Advisors, will be speaking at an upcoming webinar ...
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Heidi Stoltz to Present at Oakland’s YWCA Young Women & Money Conference, 12/9
Bell Investment Advisors
November 28, 2017
You may know a young woman, 18 – 30, who could benefit from attending the YWCA’s tenth annual Young Women ...
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Bell Staffer Volunteers at Financial Planning Day
Bell Investment Advisors
November 9, 2017
Recognizing the value of financial planning for all, Bell Paraplanner Ramsay Leimenstoll served as a logistics volunteer on Saturday, October ...
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