Publications

Cash, Bonds, and Happiness

by
October 20, 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 26, 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 18, 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 18, 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 24, 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 24, 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 24, 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 3, 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 27, 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?”

Election Reflection

by Jim Bell, CFP®, President and Founder, Chief Investment Officer
October 20, 2016

Nielsen estimates that 84 million Americans watched the first Clinton/Trump presidential debate, a new all-time record audience. The interest in this election runs high with a level of anxiety to match, leaving Americans to worry about their future an

The Year of the Wall

by Jim Bell, CFP®, President and Founder, Chief Investment Officer
July 1, 2016

Since the 2016 presidential campaigns began over a year ago, there has been plenty of talk about walls — both for limiting free trade and for stopping immigration

Retirement and Self-Esteem

by Bonnie Bell, MA, MDiv., Principal, Director of Career/Life Coaching
July 1, 2016

I’ve always been a groupie of certain comedians, including David Letterman for many years, and have recorded gobs of late night shows, including Saturday

Retiree Spending: Latest Research

by Forrest Ryan Bell, CFP®, Senior Investment Advisor, Financial Planner
July 1, 2016

Every year brings a fresh batch of research concerning the dynamics of retirement life. And this year, a number of studies have the potential to reshape aspects of

Building Your Portfolio’s Stamina

by Forrest Ryan Bell, CFP®, Senior Investment Advisor, Financial Planner
April 1, 2016

In an interview late last year, the esteemed portfolio manager Matthew McLennan commented on the impressive performance of the U.S. stock market over the last

“The Healing Power of Forgiveness”

by
April 1, 2016

. . . and why, I wonder, is there an -essay with this title in the Wall Street Journal? (3/31/16, Journal Report, Encore Feature, page R8). One reason, I imagine, is that it was very

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Market Analysis

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Does This Market Have a Reason to Go Down?
December 5, 2017

The operative word above is reason, which frames the question in a rational context. We all know tha...


Video

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Retirement Spending: A Blueprint for Smart & Strategic Distributions
November 21, 2017

Use your investment accounts to create a monthly paycheck in retirement. Tailor your distribution


Publication

bellinvest publicaion
Cash, Bonds, and Happiness
October 20, 2017

 Cash can make you happy, at least according to an article from the Wall Street Journal titled “M...

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Heidi Stoltz to Present at Oakland’s YWCA Young Women & Money Conference, 12/9

You may know a young woman, 18 – 30, who could benefit from attending the YWCA’s tenth annual Young Women and Money Conference. This conference is designed to help young women gain financial independence and success. Attendees will learn about good credit, budgeting, paying bills, and investing. Oakland Mayor Libby Schaff will give the opening […]

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