Publications

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

Mario Draghi: Hero or Goat?

by Jim Bell, CFP®, President and Founder
August 2012

On Thursday, July 26, the President of the European Central Bank (ECB), Mario Draghi, sparked a global stock and Spanish/Italian bond rally with the statement that he would do “whatever it takes” to keep the eurozone …Read More

One-Page Career

by Bob Veres
August 2012

At the 2012 FPA Retreat conference in Scottsdale, AZ, a tag-team presentation by Jim and Bonnie Bell showed an audience of financial …Read More

MAKING A GOOD LIFE HAPPEN – Fail at Something Every Day

by Bonnie Bell, MA, MDiv., Principal, and Director of Career/Life Coaching
July 2012

“Last week on CBS This Morning with Charlie Rose (March 8, 2012) I happened to see an interview with Sara Blakely – mastermind of …Read More

Wine: The Liquid Illiquid Asset

by Laurent Harrison
June 2012

As you get together with friends and family this summer, it’s more likely than not you’ll be enjoying these moments by raising a glass of wine to your …Read More

Shift and Shout – A Book Review

by Jim Bell, CFP®, President and Founder
March 2012

Long time champions of Oakland and Piedmont, Dewey and Susan Watson, have written a compelling book about their …Read More

Market Analysis

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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

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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

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“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

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