Category: Blog
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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What Makes the Stock Market Wobble?: Rising Interest Rates and Trade Wars – 5/2/2018
The stock market wobbles when the Federal Reserve consistently raises interest rates. This is normal as businesses and consumers need ...
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Consequences of the New Tax Law on Charities and Estates: What Nonprofits and Their Supporters Need to Know
Jim Bell, CFP®, President and Founder of Bell Investment Advisors, has been invited to speak to members of the Oakland ...
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The Tariff Tantrum and The Trade Deficit
The Tariff Tantrum and The Trade Deficit Tune in to Jim Bell, CFP®, President & Founder, Bell Investment Advisors, as ...
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