Publications

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

How to Fulfill Your Vacation Dreams

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

Who doesn’t love a vacation? The mere word, which means “planned time spent not working,” along with such other descriptors as “break, breathing space, …Read More

Are We Afraid to Compete?

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

The dispute between President Obama and Congress regarding the Trans--Pacific Partnership (TPP) trade deal raises the question of how committed to …Read More

A Greek Exit from the Eurozone & Rising Rates at Home: The Waiting is the Hardest Part

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

As I enjoyed the festivities over Fourth of July weekend, I could not help but notice that my eight-year-old son was not quite himself. I did not have to pull teeth to get …Read More

What’s Your Story Now?

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

Humans speak and spin stories. We are mind-blowingly complex because we use language. We are wired to love stories, learn from them, and make …Read More

What’s All the Fuss About Interest Rates?

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

U.S. Federal Reserve Bank officials have held interest rates near zero for more than six years. They have done this by cutting the federal funds rate, which is the interest rate the Federal Reserve Bank charges …Read More

A Recipe for Investment Success: Make Certain Your Managers Eat Their Own Cooking

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

My wife certainly will not mind that I broadcast the fact that she is an excellent cook; however, I may catch some flak for letting you know that she is also a picky eater. This makes for an interesting dichotomy …Read More

The Age of the Client

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

While browsing the internet recently, I noticed a couple of references: one was called The Age of the Client and the …Read More

While the World is Focused on Outer Celebrations, Go Within

by Bonnie Bell, MA, MDiv., Principal, and Director of Career/Life Coaching
January 2014

As soon as December 26 arrives with a thunk, the world shifts its focus to the New Year. By December 31, of course, all eyes are on the clock to hone in on the final countdown to the minutes and the last ten seconds – one by one – …Read More

The Wonder of Children

by Jim Bell, CFP®, President and Founder
January 2014

Our granddaughters Sofia (6 years) and Nora (20 months) travelled with their parents, and with Bonnie and me to Washington D.C. for a week in November, half of which was for the purpose of attending the 2013 IMPACT Conference hosted …Read More

The Women’s Roundtable: Make a Giving Plan Part of Your 2013 Financial Plan

by Melanie Hamburger, guest writer for Bell Investment Advisors
May 2013

We all hear about financial plans and most of us give to causes whose work we admire, but few of us think about a Giving …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

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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