Bell Investment Advisors, Inc.

Bell Investment Advisors, Inc.
Bell Investment Advisors, Inc.
YouTube Video

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  • Is Your 401(k) Plan Right for You?
    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.
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  • Are You Missing Strategic Benefits from Social Security?
    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.
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New YouTube videos detected.

  • 2014 Bell Youth-in-the-Arts Grant - Accepting Applications Now
    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.
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  • The Art of 1031 Exchanges for Your Real Estate Investments | Bell Investment Advisors
    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

New YouTube videos detected.

  • President Trump: The First Sixty Days
    A discussion of the Trump administration’s actions and policies that are relevant to investors and an exploration of the threats and opportunities that could follow. Presenters: Jim Bell, CFP®, President and Founder Rohan Nayak, CFP®, Portfolio Manager, Investment Advisor
Bell Investment Advisors, Inc.
Bell Investment Advisors, Inc.
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New YouTube videos detected.

  • Mind Over Money Matters: How Our Psychology Reduces Investment Returns
    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

New YouTube videos detected.

  • Year-End Review and 2017 Preview
    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.
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New YouTube videos detected.

  • Financial Literacy & Behavior for Adults and Young Adults
    Jim Bell, CFP® President and Founder Heidi Stoltz Investment Advisor This presentation explores the relationship between dignity and money. In the context of dignity, we teach the principles of budgeting, spending, banking, borrowing, saving and investing. Access other Bell Investment Advisors webinars here: http://www.bellinvest.com/resource-center/webinars
Bell Investment Advisors, Inc.
Bell Investment Advisors, Inc.
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New YouTube videos detected.

  • How to Make Your Life Work Financially
    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

New YouTube videos detected.

  • 2014 Estate Planning Update and the Role of Insurance
    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

New YouTube videos detected.

  • President Trump: The First Sixty Days
    A discussion of the Trump administration’s actions and policies that are relevant to investors and an exploration of the threats and opportunities that could follow. Presenters: Jim Bell, CFP®, President and Founder Rohan Nayak, CFP®, Portfolio Manager, Investment Advisor
Bell Investment Advisors, Inc.
Bell Investment Advisors, Inc.
YouTube Video

New YouTube videos detected.

  • Performance Momentum vs. Fixed Allocations: What Every Investor Should Know
    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

New YouTube videos detected.

  • Creating Positive Social Impact Through Values-Based Investing
    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

New YouTube videos detected.

  • Mind Over Money Matters: How Our Psychology Reduces Investment Returns
    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

New YouTube videos detected.

  • Bell Investments Webinar: Year-End Review and 2017 Preview
    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.
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Bell Investment Advisors, Inc.
Bell Investment Advisors, Inc.
YouTube Video

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