Category: News

BlogNews

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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BlogNews

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 ...
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BlogCommunityNews

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 ...
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James F Bell
BlogNews

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 ...
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BlogNews

Selfie at the Oakland Rotary

Selfie! Bell client, Peter M. Sherris, MD, posted a photo February 1, 2018 on Facebook of himself and Jim Bell, ...
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BlogNews

Jim and Bonnie Bell Underwriting Jonathan Cozart (aka Paint)!

Jonathan Charles “Jon” Cozart, known by his online alias Paint, is an American YouTube personality, musician, and comedian. Bonnie and ...
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BlogNews

Corinne Salera Bedford, CFP® to Present at S&P Dow Jones Indices Webinar, 2/15

Corinne Salera Bedford, CFP®, Portfolio Manager and Investment Advisor at Bell Investment Advisors, will be speaking at an upcoming webinar ...
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BlogNews

Heidi Stoltz to Present at Oakland’s YWCA Young Women & Money Conference, 12/9

You may know a young woman, 18 – 30, who could benefit from attending the YWCA’s tenth annual Young Women ...
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BlogCommunityNews

Bell Staffer Volunteers at Financial Planning Day

Recognizing the value of financial planning for all, Bell Paraplanner Ramsay Leimenstoll served as a logistics volunteer on Saturday, October ...
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