Reaping the Harvest

It seems like, every year, the very day after Labor Day I am ambushed by fall. While I am still holding onto summer, still wearing my white jeans, and still having barbecues, I don’t want to even think about fall. This year the weather even joined the conspiracy in Berkeley, so we could have our …Read More

California Taxpayers vs. the New Federal Tax Law

On September 1, 2018, the California State Legislature adjourned without conforming the California State Income Tax to any part of the Republican Federal Tax Law, known as the Tax Cuts & Jobs Act, passed last December. Consequently, the federal law will not cause Californians to pay more in state income tax for 2018 (more below …Read More

Do You Have a Bias Against International Small-Cap Stocks?

With the S&P 500 fully recovered from the correction earlier this year, and hovering near its all-time high, the current bull market in U.S. large-cap stocks remains one of the longest in history. The reasons for this bull market are still in debate. Skeptics suggest the rise is a product of artificially low, government-suppressed interest …Read More

How to Plan and Take a Vacation Even If You Are Unemployed

Who doesn’t love a vacation? The mere word, which means “planned time spent not working,” along with other descriptors such as “break, breathing space, intermission, recess, recreation, respite, and rest,” immediately releases some sort of dreamy enzymes into the veins. But as I have heard from more than one of my unemployed clients, “vacation” is …Read More

Homeowners Insurance

On October 8, 2017, a fire began in Calistoga, California, that would kill 43 people and displace 100,000 others. Because of the weather conditions, the fire moved fast. The following morning, I remember hearing that the fire had jumped the 101 freeway and engulfed the Fountaingrove Inn. By the time my first meeting of the day …Read More

American Consumers Get Great Deals from the Trade Deficit

In 2017 investors benefited from an unusually non-volatile market with consistent growth, but 2018 has been notably less euphoric. So what changed? In short, tariffs: these economic and political tools are the only force holding back the U.S. stock market in 2018. A tariff is a border tax imposed by a country on imported goods. …Read More

Is There Method in the Madness?

Most of you are familiar with our two Bell Investment Advisors blogs: one on career/life issues called Making a Good Life Happen®, which I write, and the other, our finance blog, which a variety of our staff writes, depending on whose expertise is needed. But what you don’t know is that we pretty much have …Read More

Trump Punishes Craft Beer

Thanks to the St. Patrick’s Day editorial page of the Wall Street Journal, I learned about American Keg in Pottstown, PA, the only remaining U.S. manufacturer of stainless steel beer kegs. Their biggest seller is the 15.5 gallon keg, very popular with fraternities, bars, and restaurants. Despite competition from Germany and China with cheaper kegs, …Read More

What About Umbrella Insurance?

Last month, the radio show Radiolab aired a story about the Benrath Senior Center in Dusseldorf, Germany. Like many centers of its kind, some of its patients suffer from dementia and Alzheimer’s disease. On occasion, these patients would try to walk out of the center. Most of the time, staff would intervene before a patient …Read More

How About a New Year Filled with Resilience?

As you have probably heard — or experienced first-hand — the long-term success rate of New Year’s resolutions is pretty slim. Statistics for 2017 reveal that 80% of resolutions set by people in January fail by February. So rather than even spend time on the subject, at all, I’m going to pivot to another subject …Read More

Market Analysis

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“Stocks are falling. I’m buying them anyway.” – 12/4/18
December 5, 2018 The above is a quote from Jeff Sommers as the title of his 11/18/2018 “Strategies” column in …Read More


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Do You Have a Bias Against International Small-Cap Stocks?
October 25, 2018 With the S&P 500 fully recovered from the correction earlier this year, and hovering near its …Read More

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Piedmont East Bay Children’s Choir Candlelight Concert

Bell Investment Advisors has been a major supporter of the Piedmont East Bay Children’s Choir ( for almost ten years. We are lifelong music lovers and consider our involvement with Bay Area music and arts organizations central to making a good life happen for our family, our business, and our community. On Sunday, December 2 from …Read More

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