Publications

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 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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