Publications

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.” …Read More

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, …Read More

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 …Read More

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 …Read More

Don’t Pay Attention to Predictions

by James F. Bell, CFP®, Founder and Chief Investment Officer
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 …Read More

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 …Read More

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 …Read More

Election Reflection

by Jim Bell, CFP®, President and Founder, Chief Investment Officer
October 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 …Read More

The Year of the Wall

by Jim Bell, CFP®, President and Founder, Chief Investment Officer
July 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 …Read More

Retirement and Self-Esteem

by Bonnie Bell, MA, MDiv., Principal, Director of Career/Life Coaching
July 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 …Read More

Retiree Spending: Latest Research

by Forrest Ryan Bell, CFP®, Senior Investment Advisor, Financial Planner
July 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 …Read More

Building Your Portfolio’s Stamina

by Forrest Ryan Bell, CFP®, Senior Investment Advisor, Financial Planner
April 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 …Read More

The Healing Power of Forgiveness

by Bonnie Bell, MA, MDiv., Principal, Director of Career/Life Coaching
April 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 …Read More

Where Do You Find Fulfillment?

by James F. Bell, CFP®, President & Founder
April 2016

I don’t like the term “bucket-list.” I may be a bit prudish, but I prefer to think about life and death with language that is more dignified. Another term I don’t like comes …Read More

Making Decisions

by Forrest Ryan Bell, CFP®
January 2016

It’s impossible to go through life without making decisions. One would think with all the practice we get, we would become pretty good at it, but this idea is not supported by …Read More

Market Analysis

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Best Quarter for U.S. Stocks Since 2009
April 5, 2019 The breadth of the U.S. stock market gain in the first quarter of 2019 caused all sectors of the …Read More

Video

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Flexibility Moves the Market Upwards
April 8, 2019 The U.S. stock market is celebrating its best start to a new year since 1987. Join Bell Investment …Read More

Publication

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Middle Retirement Planning
April 17, 2019 If you read financial planning textbooks, you might be left with the impression that people report …Read More

Latest News

Schwab Phishing Attempt Reported

Bell received notification from our custodian, Charles Schwab, of a text message-based phishing attempt imitating Schwab. The phishing attempt appears to have been sent to a random set of phone numbers, not necessarily clients of Schwab or Bell Investment Advisors. The phishing attempt was conveyed through text messages appearing to come from Schwab, but in …Read More

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