Publications

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

MAKING A GOOD LIFE HAPPEN – Off Balance, On Purpose

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

I read a lot of investment and financial planning literature, and I brightened up in November when I read a brief summary of Dan Thurmon’s new …Read More

Be Complete!

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

Bonnie and I had the pleasure of traveling to San Diego between Christmas and the New Year. We arrived just in time to take the trolley to the Holiday …Read More

MAKING A GOOD LIFE HAPPEN – A New Calendar Year!

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

Happy New …Read More

MAKING A GOOD LIFE HAPPEN – The Virtue of Hard Work

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

I am thrilled to be reading The Social Animal – The Hidden Sources of Love, Character and Achievement by David Brooks, the moderate political and cultural commentator, who is, among other …Read More

Last Minute Tax Tips for Investors

by Matt King, CFA, Chief Investment Officer, Managing Director
December 2011

With farmers for in-laws, I know that the harvest doesn’t end this time of the year just because the cold weather begins. While their fields lay dormant in California during the winter months, they head down …Read More

Stress Testing: It’s Not Just for Banks Anymore

by Matt King, CFA, Chief Investment Officer, Managing Director
September 2011

In early 2009, the Federal Reserve put the balance sheets of 19 financial institutions through an examination to ensure that they had adequate capital to endure the continuance of a global recession, declining real estate prices, …Read More

Your Personal Fortune

by Bonnie Bell, MA, MDiv., Principal, and Director of Career/Life Coaching
August 2011

The June 13 issue of Fortune Magazine contained an article with a title that made my heart happy and my eyes pop: Do You Need a Retirement Coach?* I am used to doing the kind of coaching that includes career, …Read More

MAKING A GOOD LIFE HAPPEN – Re-creation: A Better Way to Think About Retirement

by Jim Bell, CFP®, President and Founder
July 2011

I was eleven years old when I first realized that the word “recreation” was rooted in the word and concept of …Read More

Market Analysis

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May Market Commentary
June 3, 2020 In May, optimism related to the gradual reopening of the US economy persisted. After some initial …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