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“It Was the Best of Times, It Was the Worst of Times . . .”

…So wrote Charles Dickens in his famous opening line of A Tale of Two Cities. Dickens wrote this novel in part as a warning and as an encouragement to his fellow citizens of Great Britain not to devolve into indiscriminate mass murder and mob violence as he compared the relative safety and stability of London …Read More

“What’s Bonnie Going to Do?!”

Ever since Jim’s Succession Letter went out last month announcing that Forrest has become President of Bell  Investment Advisors, people have been asking me about my own plans for 2019, as if now I would be joining the Peace Corps or the circus, or finding a new job, or traveling to the Far East all …Read More

Earthquake Insurance

Over the past two years, the number of homes destroyed by wildfires in California has prompted many homeowners to reconsider their homeowners insurance policies and for good reason. Homeowners policies that are written to insure a home from damage affecting a single home might not provide coverage for damage that results from a larger disaster. …Read More

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

Market Analysis

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The U.S. Economy Says “Yes”, But the Stock Market Says “No” – 1/4/19
January 18, 2019 2018 brought a remarkable divergence between U.S. economic data and U.S. stock market performance. …Read More

Video

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2019 Threats and Opportunities
February 14, 2019 Join us as we review 2018 and discuss what 2019 may have in store for investors: Does the poor end …Read More

Publication

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“It Was the Best of Times, It Was the Worst of Times . . .”
January 31, 2019 …So wrote Charles Dickens in his famous opening line of A Tale of Two Cities. Dickens wrote this …Read More

Latest News

2018 Schwab 1099 Availability

The 2018 tax season is now upon us, and with that comes tax documentation to assist you in filing your return. All official tax reporting information will come directly from Schwab. Please see below for timelines (varies by document type). 1099 – Paper Mailing For retirement accounts, you should have already received your Form 1099-R. …Read More

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