Category: Blog
Bonnie and Jim Bell at the 2018 Oakland Symphony Gala on November 10
Bell Investment Advisors
November 15, 2018
Jim and Bonnie Bell, along with over 150 other joyful attendees, had a grand time at the 2018 gala fundraiser ...
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Laurent Harrison, CFP® Volunteers at Free Financial Planning Day
Bell Investment Advisors
November 13, 2018
Laurent Harrison, CFP®, Senior Investment Advisor and Financial Planner at Bell Investment Advisors, participated as a volunteer in Santa Rosa ...
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Don’t Try to Catch a Falling Knife
Bell Investment Advisors
November 2, 2018
You are not going to like your October statements. The U.S. and international stock markets have entered correction territory — ...
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Reaping the Harvest
Bonnie Bell
October 31, 2018
It seems like, every year, the very day after Labor Day I am ambushed by fall. While I am still ...
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Jim Bell Interviewed on Sears Bankruptcy
Bell Investment Advisors
October 26, 2018
Jim Bell, CFP®, Founder and Chief Financial Officer of Bell Investment Advisors, offers his personal perspective on the Sears’ bankruptcy. ...
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Ramsay Leimenstoll Quoted on Emergency Funds
Bell Investment Advisors
October 16, 2018
Ramsay Leimenstoll, Bell’s Paraplanner on the Financial Planning team, was recently consulted, along with other financial experts from around the ...
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Are the Brightest Days Still Ahead? (Investment Committee Update)
Bell Investment Advisors
October 3, 2018
Are the Brightest Days Still Ahead? (Investment Committee Update) As we mark the nation’s longest bull market on record, our ...
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Economic Resilience Conquers All
Bell Investment Advisors
October 3, 2018
Despite all the news that could be so distracting, investors are focusing on U.S. economic strength to rise above the ...
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Consequences of the New Tax Law on Charities and Estates What Nonprofits and Their Supporters Need to Know
Bell Investment Advisors
September 12, 2018
Consequences of the New Tax Law on Charities and Estates What Nonprofits and Their Supporters Need to Know While the ...
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