Category: Blog

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 ...

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 ...

Bell Investment Advisors April 4, 2018

As fiduciary investment managers, we appreciate the market-friendly results from phase one of the Trump administration in regard to corporate ...

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 ...

Bell Investment Advisors March 18, 2018

What’s Driving This Market Now? Don’t Fight the Fundamentals Join us for our quarterly Investment Committee Update online webinar. The ...

Bell Investment Advisors March 12, 2018

The estate and gift tax exemption in the federal tax code (Form 706) applies to an individual’s gifts made during ...

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, ...

Bonnie Bell March 5, 2018

I found the following online 60-minute course on Glassdoor.com, a free online resource for job seekers. It’s an amazing resource ...

Bell Investment Advisors March 5, 2018

Be a Winner — Learn to Live with Volatility February brought the highly anticipated 10% pullback after the biggest drop ...