Category: Blog

BlogNews

Bonnie and Jim Bell at the 2018 Oakland Symphony Gala on November 10

Jim and Bonnie Bell, along with over 150 other joyful attendees, had a grand time at the 2018 gala fundraiser ...
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BlogCommunityNews

Laurent Harrison, CFP® Volunteers at Free Financial Planning Day

Laurent Harrison, CFP®, Senior Investment Advisor and Financial Planner at Bell Investment Advisors, participated as a volunteer in Santa Rosa ...
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Finance

Don’t Try to Catch a Falling Knife

You are not going to like your October statements. The U.S. and international stock markets have entered correction territory — ...
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Career Coaching

Reaping the Harvest

It seems like, every year, the very day after Labor Day I am ambushed by fall. While I am still ...
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BlogNews

Jim Bell Interviewed on Sears Bankruptcy

Jim Bell, CFP®, Founder and Chief Financial Officer of Bell Investment Advisors, offers his personal perspective on the Sears’ bankruptcy. ...
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BlogNews

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 ...
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Blog

Are the Brightest Days Still Ahead? (Investment Committee Update)

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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Finance

Economic Resilience Conquers All

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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Blog

Consequences of the New Tax Law on Charities and Estates What Nonprofits and Their Supporters Need to Know

Consequences of the New Tax Law on Charities and Estates What Nonprofits and Their Supporters Need to Know While the ...
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