Archives: Events
Consequences of the New Tax Law on Charities & Estates
Jim Bell, CFP®, Founder and Chief Investment Officer of Bell Investment Advisors, is eager to educate community nonprofit organizations on ...
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New Date for our Open House: April 24th
Please join the Bell Team for an Open House: Wednesday, April 24th, from 4pm to 7pm 1111 Broadway, Suite 1630, ...
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Flexibility Moves the Market Upwards
The U.S. stock market is celebrating its best start to a new year since 1987. Join Bell Investment Advisors for ...
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Co-ed Screening of the film RBG; Justice Ruth Bader Ginsburg: An intimate portrait of an unlikely rock star
All clients and friends are invited to join us as we host a screening of the Oscar-nominated documentary RBG. RBG ...
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Women’s Roundtable Event: La Dolce Vita
The Women’s Roundtable invites you to a wine and cheese gathering: La Dolce Vita: How to Reinvigorate and Energize Your ...
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Election Impact and an Update on the U.S. Economy
Join Senior Investment Advisor Laurent Harrison, CFP® and Portfolio Manager Ryan Kelley, CFA for our 4th Quarter Investment Committee webinar. The ...
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Economic Recovery – When will it begin? What shape will it take?
As we help our clients navigate the financial impact of the COVID-19 crisis, certain questions consistently rise to the surface ...
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Economic Recovery – How Might 2020 End?
Please join Senior Investment Advisor & Financial Planner Laurent Harrison, CFP®, and Portfolio Manager Ryan Kelley, CFA® for our next ...
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Webinar: 2020 Election Impact – What Investors Should Know
The upcoming election is top-of-mind for all of us, along with its potential impact on day-to-day life, laws, regulations, the ...
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