Bell Investment Advisors, Inc.

Bell Investment Advisors, Inc.
Bell Investment Advisors, Inc.
YouTube Video
  • Use your investment accounts to create a monthly paycheck in retirement. Tailor your distributions to meet your needs before and after receiving Social Security. Coordinate distributions to minimize taxes. Avoid penalties, and ensure you satisfy your Minimum Required Distribution. Guest Speaker: Bob Heywood, Esq. Bell Presenters: Forrest Bell, CFP®, Sr. Investment Advisor, Financial Planner...

Bell Investment Advisors, Inc.
Bell Investment Advisors, Inc.
YouTube Video
  • Presenters: Laurent Harrison, CFP® Investment Advisor, Financial Planner Rohan Nayak, CFP® Relationship Manager, Financial Planner We'll cover basics, but also significant areas of concern and their importance at various life stages—early years, main accumulating years, and getting-ready-for-retirement years. Access other Bell Investment Advisors webinars here: http://www.bellinvest.com/resou...

Bell Investment Advisors, Inc.
Bell Investment Advisors, Inc.
YouTube Video
  • Presenters: Laurent Harrison, CFP®, Investment Advisor, Financial Planner Rohan Nayak, CFP®, Relationship Manager, Financial Planner Don't miss out on money that could be yours. Our webinar includes crucial information. •Collecting Social Security too early can cost you thousands in lifetime benefits. •Applying for spousal benefits can be like finding a whole new nest egg. •Understanding the te...

Bell Investment Advisors, Inc.
Bell Investment Advisors, Inc.
YouTube Video
  • http://www.bellinvest.com - Bonnie Bell, MA, MDiv., Principal, Director, Career/Life Coaching of Bell Investment Advisors speaks about the Bell Youth-the-Arts Grant and its importance to the Oakland community. The firm is pleased to offer the Bell Youth-in-the-Arts Grant for a third year. A $5,000 grant will be awarded to an Oakland organization or program that helps further arts education for ...

Bell Investment Advisors, Inc.
Bell Investment Advisors, Inc.
YouTube Video
  • http://www.bellinvest.com The Art of 1031 Exchanges for Your Real Estate Investments: Leveraging Your Wealth While Deferring Taxes Host: Jim Bell, CFP®, President and Founder Guest Speaker: Scott Fong, President and Founder, SIFF Investment Services Are you considering selling your investment property and then purchasing other similar property? From swapping investment properties to exchanging ...

Bell Investment Advisors, Inc.
Bell Investment Advisors, Inc.
YouTube Video
Bell Investment Advisors, Inc.
Bell Investment Advisors, Inc.
YouTube Video
  • Matthew King, CFA Chief Investment Officer, Managing Director Rohan Nayak, CFP® Investment Advisor, Financial Planner In this webinar, we will take a look at the overwhelming evidence that suggests our psychological make-up and behavioral conditioning severely affect the returns we earn on our investments — and not in a positive way! We will explore the reasons why we can often be our own worst en...

Bell Investment Advisors, Inc.
Bell Investment Advisors, Inc.
YouTube Video
  • The presenters review the market activity and the economic events of 2016, as well as preview what 2017 may have in store for investors. They will address: The Trump market rally (How long will it last?), Trump administration policies and sector rotation, Rising interest rates and the bond market, The strong U.S. dollar.

Bell Investment Advisors, Inc.
Bell Investment Advisors, Inc.
YouTube Video
Bell Investment Advisors, Inc.
Bell Investment Advisors, Inc.
YouTube Video
  • Jim Bell, CFP®, President and Founder Corinne Salera, Investment Advisor Presentation highlights: 1.You can maximize cash flow while minimizing risk. 2. Making your life work financially is not a contest with your neighbor, your sister-in-law, or your boss. 3. Financial Planning determines your probability of financial success, i.e. you do not run out of money. 4. Financial Planning deter...

Bell Investment Advisors, Inc.
Bell Investment Advisors, Inc.
YouTube Video
  • Host: Jim Bell, CFP® President and Founder Bell Investment Advisors Guest Speakers: Thomas V. Bret, Esq., CPA, CFP® Co-Founder, Cederborg & Bret LLP Donald E. Morris, Jr., CLU® Vice President Sitzmann Morris & Lavis Insurance Agency The discussion will focus on the permanent changes to estate tax law enacted in 2013 and their effect on traditional estate planning, along with the role that insur...

Bell Investment Advisors, Inc.
Bell Investment Advisors, Inc.
YouTube Video
Bell Investment Advisors, Inc.
Bell Investment Advisors, Inc.
YouTube Video
  • http://bellinvest.com - Find out what a performance momentum investment strategy is and why it works. Presenters: Matt King, CFA Managing Director, Chief Investment Officer Marivic Hammond Senior Investment Advisor Why you should watch this video: - See evidence of momentum in global financial markets. - Understand common misconceptions of momentum-based strategies. - Compare and contrast ...

Bell Investment Advisors, Inc.
Bell Investment Advisors, Inc.
YouTube Video
  • Jim Bell, CFP®, President and Founder Marivic Hammond, Senior Investment Advisor Investors increasingly express their desire to create positive social impact by investing in a way that reflects their own values. Social or values-based investing is an opportunity to leverage your own financial assets to benefit others. Access other Bell Investment Advisors webinars here: http://www.bellinvest.com...

Bell Investment Advisors, Inc.
Bell Investment Advisors, Inc.
YouTube Video
  • Matthew King, CFA Chief Investment Officer, Managing Director Rohan Nayak, CFP® Investment Advisor, Financial Planner In this webinar, we will take a look at the overwhelming evidence that suggests our psychological make-up and behavioral conditioning severely affect the returns we earn on our investments — and not in a positive way! We will explore the reasons why we can often be our own worst en...

Bell Investment Advisors, Inc.
Bell Investment Advisors, Inc.
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