Publications

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

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

Market Analysis

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Stock Markets Assess the Future
May 8, 2020 For investors, April could not have been more different than March. As measured by the Russell …Read More

Video

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Webinar: Economic Recovery – When will it begin? What shape will it take?
May 28, 2020   Presenters: Forrest Bell, CFP®, President and Senior Investment Advisor Laurent Harrison, …Read More

Publication

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529 College Savings Plan Resources
November 1, 2019 529 Education Savings Plans are a meaningful topic for parents, grandparents, and anyone else who …Read More