Publications

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

Oakland’s Attitudinal Healing Connection Receives the 2015 Bell Youth-in-the-Arts Grant!

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

After reviewing a number of applications from outstanding grassroots organizations providing arts programs for Oakland youth, the Bell selection committee chose the …Read More

Consider the Roller Coaster. . .

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

I was born with a sensitive stomach. Among my three siblings (I was the third of four), I was always the one to get carsick. Even today, driving to Muir Woods or …Read More

What Will You Do During Retirement?

by Bonnie Bell, MA, MDiv., Principal, Director of Career/Life Coaching
October 2015

So much attention is paid to how much money you will need during retirement that often the whole question of what you will do with yourself during retirement is ignored. …Read More

Tulips or Wildflowers: The Public Pension Crisis Offers a Teaching Moment for Individuals and Families Planning for Retirement

by James F. Bell, CFP®, President & Founder
October 2015

In an effort to face reality, pension funds all across America are lowering investment return assumptions to their lowest levels since the 1980s. Stock market volatility and …Read More

How to Dampen the Effects of Market Corrections on Your Portfolio & Retirement Plan

by Matthew P. King, CFA, Chief Investment Officer, Managing Director
October 2015

As a native San Franciscan, I find it odd that earthquakes as small as ones that register 3.0 or 4.0 on the Richter scale make news. As far as I’m concerned, that is hardly …Read More

Market Analysis

White paper feature image
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

video feature image
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

bellinvest publicaion
“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

Latest Tweet

Connect With Us

bellinvest 20 year