Category: Blog
Technology and Small Caps Score Best Sectors for Q2 and 2018 (7/5/2018)
The Dow Jones Industrial Average and the S&P 500 reached the end of the second quarter well below their all-time ...
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Is This as Good as It’s Going to Get?
Is This as Good as It’s Going to Get? Join us for our quarterly Investment Committee Update webinar, “Is This ...
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The Imposter Syndrome
I’m sure you must have heard of Imposter’s Syndrome. You may have even experienced it at some point in your ...
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NorCal Conference Inspires
Every year, representatives of the Bell Investment Advisors financial planning staff attend the Financial Planning Association NorCal Conference in San ...
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Golden Gate International Children’s & Youth Choral Festival
Bell Investment Advisors has been a major supporter of the Piedmont East Bay Children’s Choirs (PEBCC.org) for almost ten years. ...
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At His Address to the Oakland Chamber of Commerce, Jim Bell, CFP® Offers to Speak to Nonprofits About TCJA’s Impact on Charitable Giving.
On May 22, 2018 Jim Bell, CFP®, President and Founder of Bell Investment Advisors, addressed members of the Oakland Chamber ...
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The Art of Saying Nothing – 6/4/2018
Imagine if President Trump would have adopted a period of reflection and silence after he signed the tax cut bill ...
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Jim Bell Interviewed by Reuters on Trade
Jim Bell, CFP®, President and Founder of Bell Investment Advisors, was recently interviewed by a Reuters news reporter, Stephen Culp. ...
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What is Most Relevant About the New Tax Law? Part 3: EDUCATION – EXPANSION OF THE 529 PLAN
Since the creation under the Small Business Protection Act of 1996, 529 accounts have allowed savers to contribute after-tax dollars ...
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