Publications

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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Best Quarter for U.S. Stocks Since 2009
April 5, 2019 The breadth of the U.S. stock market gain in the first quarter of 2019 caused all sectors of the …Read More

Video

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Flexibility Moves the Market Upwards
April 8, 2019 The U.S. stock market is celebrating its best start to a new year since 1987. Join Bell Investment …Read More

Publication

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Middle Retirement Planning
April 17, 2019 If you read financial planning textbooks, you might be left with the impression that people report …Read More

Latest News

Schwab Phishing Attempt Reported

Bell received notification from our custodian, Charles Schwab, of a text message-based phishing attempt imitating Schwab. The phishing attempt appears to have been sent to a random set of phone numbers, not necessarily clients of Schwab or Bell Investment Advisors. The phishing attempt was conveyed through text messages appearing to come from Schwab, but in …Read More

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