Archives: Events

Webinar

The Tariff Tantrum and the Trade Deficit

Tune in to Jim Bell, CFP®, President & Founder, Bell Investment Advisors, as he presents a half-hour online webinar, “The Tariff ...
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Webinar

Is This as Good as It’s Going to Get?

Join us for our quarterly Investment Committee Update webinar. Presenters will focus on: Current abounding uncertainties: International trade wars and ...
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Webinar

Consequences of the New Tax Law on Charities and Estates: What Nonprofits and Their Supporters Need to Know

While the new law impacts individuals and the economy in a multitude of ways, in this webinar, Jim Bell, CFP®, ...
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Webinar

Are the Brightest Days Still Ahead?

Join us for our quarterly Investment Committee Update webinar. As we mark the nation’s longest bull market on record, our ...
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Women's Roundtable

Screening: Justice Ruth Bader Ginsburg: An intimate portrait of an unlikely rock star

Join The Women’s Roundtable as we host a screening of the recently-released documentary RBG. RBG is a revelatory film that explores Ruth Bader ...
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Webinar

Mid-Term Aftermath

Join us for our quarterly Investment Committee Update webinar as our presenters discuss these timely topics: Divided Government Stability of ...
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Webinar

2019: Trade War, Trade Resolution and Interest Rates

Join us as we review 2018 and discuss what 2019 may have in store for investors: Does the poor end ...
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Webinar

How Likely is a U.S. Recession?

Please join President and Senior Investment Advisor Forrest Bell, CFP® as well as Portfolio Manager Ryan Kelley, CFA® for 2019’s ...
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Webinar

Interest Rates, Tariffs, and Economic Growth

Please join our Founder & Chief Investment Officer Jim Bell, CFP® alongside our newest team member, Portfolio Manager Ryan Kelley, CFA, for ...
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