Publications

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

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

In my last column, I wrote about one-on-one meetings in my office with college students, many of whom are the children or grandchildren of our investment management clients. I am very proud that we work with multiple generations of several …Read More

Making a Good Life Happen – Spring Ahead, Don’t Fall All the Way Back

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

A walk in early spring tells me I can do anything I set my mind to do, and I believe it. I can lose weight, write a book, sing like Susan Boyle. I will learn to speak Italian, trace my ancestral roots, and clean out my drawers. I’ll finally …Read More

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

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

ately, I have been meeting one-on-one, in my office, with college students. In many cases, they are the children of my investment management clients. They are beginning to wonder about their careers after college, and this …Read More

Making a Good Life Happen – Predicting vs. Planning

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

Right on the heals of all the “Happy New Year” greetings in January come the inevitable predictions about the future on just about every topic imaginable. It is an ancient …Read More

Making a Good Life Happen – The Persistence of Savers and Investors

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

By now everyone must have seen numerous references to the Lost Decade in the financial media. The ten years just ending have been the worst decade for U.S. stocks in modern times, even worse than the decade of the Great Depression in the …Read More

Making a Good Life Happen – Fear and Love at Christmastime

by Bonnie Bell, MA, MDiv., Principal, and Director of Career/Life Coaching
December 2009

“The Decade of Fear”: that’s the headline from Sunday’s Chronicle (December 20, 2009). Even the year 2000 itself was preceded by years of fear about the disasters that would befall us as our collective computers rolled over from …Read More

Making a Good Life Happen – How Can a Financial Planner Help?

by Jim Bell, CFP®, President and Founder
December 2009

Seven years ago, we completed a retirement plan for a local couple. The plan laid down a track for the next 48 years when the youngest spouse would reach age 100. One of the most helpful characteristics of financial planning …Read More

Making a Good Life Happen – How to Be Resilient, Part Two

by Jim Bell, CFP®, President and Founder
October 2009

Last month the Piedmont Post published Part One of my article about resilience, which covered the first characteristic of resilient people: a staunch acceptance of reality. My source for this exploration of resilience is research published …Read More

Making a Good Life Happen – How to Be Resilient, Part One

by Jim Bell, CFP®, President and Founder
September 2009

This summer Bonnie and I were flying home from an investment management conference in San Diego, and I read an excellent article about resilience in the June 2009 Wealth Manager Magazine. I was drawn to the subject because after the 2008 …Read More

Making a Good Life Happen – Teddy, We Hardly Knew Ye

by Bonnie Bell, MA, MDiv., Principal, and Director of Career/Life Coaching
September 2009

In the aftermath of JFK’s assassination and funeral almost 50 years ago, a major newspaper headline captured what we all felt at the time: Johnny We Hardly Knew Ye. When youngest brother Ted died at 87 just last …Read More

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Market Analysis

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The New Year Rally
February 5, 2020 The New Year Rally After a strong 2019, U.S. stocks initially rang in the New Year by gaining three …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