Homeowners Insurance

by by Forrest Bell, CFP®, Sr. Investment Advisor, Financial Planner
July 2018

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 a

American Consumers Get Great Deals from the Trade Deficit

by by Jim Bell, CFP®, Founder and Chief Investment Officer
July 2018

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

Trump Punishes Craft Beer

by Jim Bell, CFP®
April 2018

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 f

What About Umbrella Insurance?

by Forrest Bell, CFP®
April 2018

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

Long-Term Care

by Forrest Ryan Bell, CFP®
January 2018

Some years ago, a client came to me concerned about his long-term care policy. He purchased the policy through CalPERS. It would cover much of the cost of long-term care for all of his life, but he had just been informed that his premiums would be going u

Are You Guilty of Self-Induced Poverty?

by James F. Bell, CFP®
January 2018

Believe it or not, there is a new concern afoot that retired Americans are not spending enough money! This runs completely counter to the dominant conversation that Americans are in a retirement crisis and woefully unprepared for life after work. Finance

Cash, Bonds, and Happiness

by Forrest Ryan Bell, CFP®
October 2017

 Cash can make you happy, at least according to an article from the Wall Street Journal titled “Money and Happiness: A Surprising Twist,” published last year. The article cites a study by a team of researchers from the University of California at Riv

Strength in Numbers: A Golden First Half for Global Stocks

by Jim Bell, CFP®, President and Founder, Chief Investment Officer
July 2017

By no means am I an authentic basketball fan. For example, I do not under-stand a pick and roll. But our Oakland office at 11th and Broadway is directly across the street from the Golden State Warriors’ headquarters and practice court atop the Oakland C

California Real Estate and Retirement Possibilities

by Forrest Ryan Bell, CFP®, Senior Investment Advisor, Financial Planner
April 2017

A caption to a Wall Street Journal article from November 2016 read, “Home prices set a record in September (2016), reaching their highest level since 2006 and bringing to a close the worst stretch for the housing market since the Great Depression.” Th

What Do the South Carolina Gamecocks Know About Life Coaching?

by Bonnie Bell, MA, MDiv., Principal, Director of Career/Life Coaching
April 2017

This is not exactly a question on the tip of everyone’s tongue in the midst of March Madness. However, the somewhat surprising topic of life coaching did make its way into the headline of the sports section of the New York Times on Saturday, March 25, 2

The Resolution Revolution

by Bonnie Bell, MA, MDiv., Principal, Director of Career/Life Coaching
January 2017

By the time you read this, the new year will be at least a couple of weeks old, and if you made any new year’s resolutions at all, you may have already broken them. The statistics on keeping new year’s resolutions are not favorable. According to Ray W

Life Insurance: What to Consider

by Forrest Ryan Bell, CFP®, Senior Investment Advisor, Financial Planner
January 2017

In an August interview, investment consultant and founder of Greenwich Associates, Charles Ellis, talked about the power of marketing. To illustrate his point, he told a story about insurance. Founded in 1706, the Amicable Society for Perpetual Assurance,

Don’t Pay Attention to Predictions

by James F. Bell, CFP®, President & Founder
January 2017

2016 was a horrible year for professional predictors, forecasters, fortune tellers, and pollsters. The year demonstrated why it is impossible to predict the future. In graduate school, I took a course in Futurism, and the conclusion of the course was that

Knowledge Work: Finding and Funding a College Education

by Forrest Bell, CFP®, Sr. Investment Advisor, Financial Planner
November 2016

For more than a decade now, the US economy has shifted away from manufacturing and toward what the late business guru Peter Drucker called “knowledge work,” work that requires a person to use

What We Did on Our Summer Vacation

by Bonnie Bell, MA, MDiv., Principal, and Director of Career/Life Coaching
October 2016

We did something we never really intended to do. Out of the blue, the Oakland Symphony Board posed this question to its members, “Would you be interested in accompanying the Oakland Youth Orchestra to Cuba for their concert tour this summer?”

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Market Analysis

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The U.S. Consumer Lifts Once-Maligned Retailers
September 12, 2018

Brian Cornell, age 60, Target CEO, asserts that we are in the best consumer environment that he has ...


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Homeowners Insurance
July 23, 2018

On October 8, 2017, a fire began in Calistoga, California, that would kill 43 people and displace 10...

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John Emerson Addresses Bell Investment Committee

The Bell Investment Advisors Investment Committee had the great privilege on July 11, 2018 to be visited by the distinguished John B. Emerson, American diplomat, lawyer, and former U.S. Ambassador to Germany, who was appointed by President Obama to serve on his Advisory Committee for Trade Policy and Negotiations. He currently works in global distribution […]

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