Category: Blog
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 ...
Read More →
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 ...
Read More →
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 ...
Read More →
Bell Investment Advisors to Sponsor Oakland Symphony‘s Season Finale: The Artist’s Struggle
On Friday, May 18, at 8 pm, at the historic Paramount Theatre in downtown Oakland, Maestro Michael Morgan will conduct ...
Read More →
We’re Rebuilding Oakland. Come Volunteer with Us!
Bell Investment Advisors’ staff is once again partnering with our office building neighbors three floors up, the legendary Oakland law ...
Read More →
Keep Your Eye on Corporate Earnings, and Turn Off the TV – 4/3/2018
As fiduciary investment managers, we appreciate the market-friendly results from phase one of the Trump administration in regard to corporate ...
Read More →
Jim Bell, CFP® Quoted in Forbes
Forbes Magazine interviewed Jim Bell, CFP® for the March 26, 2018 article, “Why Successful Investors Create a Financial Plan”. He ...
Read More →
What’s Driving This Market Now? Don’t Fight the Fundamentals
What’s Driving This Market Now? Don’t Fight the Fundamentals Join us for our quarterly Investment Committee Update online webinar. The ...
Read More →
What is Most Relevant About the New Tax Law? Part 2: ESTATE AND GIFT TAX
The estate and gift tax exemption in the federal tax code (Form 706) applies to an individual’s gifts made during ...
Read More →