Publications

MAKING A GOOD LIFE HAPPEN – What’s Your Story?

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

There’s nothing like a death in the family to get everyone thinking and talking about …Read More

Sell in May and Go Away? Not When Cash Doesn’t Pay.

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

As an investor, you have likely heard the old Wall Street saying, “Sell in May and go away.” This adage refers to the strategy …Read More

Making a Good Life Happen – The Value of Failure

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

In the September 2010 Harvard Business Review (HBR.org), Seth Godin wrote a column …Read More

Why Investors are Flocking to Gold

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

If you are wondering why gold is garnering attention these days, here’s …Read More

Making a Good Life Happen – Resolutions True or False?

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

With the new year just a few days old, the atmosphere is thick with upbeat greetings and optimistic …Read More

Making a Good Life Happen – Business & Parenthood

by Jim Bell, CFP®, President and Founder
December 2010

Recently, I had the good fortune of attending a workshop on Family Business Succession …Read More

Making a Good Life Happen – Are You Clear About Clarity?

by Bonnie Bell, MA, MDiv., Principal, and Director of Career/Life Coaching
November 2010

I am a die-hard Steve Martin fan. I fell in love with him the first time I saw him do stand-up in a white suit with a foot-long fish going through his …Read More

Making a Good Life Happen – Good News/Bad News

by Bonnie Bell, MA, MDiv., Principal, and Director of Career/Life Coaching
October 2010

We were long overdue for some good news, weren’t we? It’s been a very long time since the …Read More

Making a Good Life Happen – Winemaking and Investment Management

by Jim Bell, CFP®, President and Founder
October 2010

Recently, I had the pleasure of participating in two winemaker dinners in San Francisco. The first featured Greg La Follette, founder of Tandem Winery, a Pinot Noir expert previously with Flowers Vineyard & Winery. The second …Read More

Making a Good Life Happen – What Can a Career/Life Coach Possibly Do for Me?

by Bonnie Bell, MA, MDiv., Principal, and Director of Career/Life Coaching
September 2010

Making a Good Life Happen - This is probably not the question on the tip of your tongue as you read this column. If I know you, you are thinking, I like the idea of having a great career and a good life, but no perfect stranger is going to be …Read More

Making a Good Life Happen – How to Keep Success in Succession

by Jim Bell, CFP®, President and Founder
September 2010

For good reason the topic of succession planning is foremost right now in every conference and professional trade journal for Registered Investment Advisors and CERTIFIED FINANCIAL PLANNERS™. The average Registered Investment Advisor …Read More

Making a Good Life Happen – Are You On Track?

by Bonnie Bell, MA, MDiv., Principal, and Director of Career/Life Coaching
August 2010

In case you haven’t noticed, life can get complicated. A few bad decisions here and there, and it can get away from you. In the most likely scenario, however, you started your young adult life with a partner and career that made sense at the …Read More

Making a Good Life Happen – How to Follow Your Passion When You Don’t Know What It Is

by Bonnie Bell, MA, MDiv., Principal, and Director of Career/Life Coaching
August 2010

Most people have heard by now about how important it is for them to find their passion, work with passion, and live with …Read More

Making a Good Life Happen – The Old (Financial) Ways Were Better

by Jim Bell, CFP®, President and Founder
July 2010

Two months ago at a reception hosted personally by Chuck Schwab, I met Hank Paulson, the former Secretary of the Treasury under George W. Bush. Hank was on the job from July 2006 to January 2009 during the …Read More

Making a Good Life Happen – How Did I Get Here? (Part III)

by Jim Bell, CFP®, President and Founder
May 2010

This is my third and final column on the topic, How Did I Get Here? This is a question that has been posed to me by college students seeking career guidance. I credit three personal characteristics, or skills, that have contributed to my success …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