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It’s Not All About Trump!

by James F. Bell, CFP®, President & Founder
April 18, 2017

With all of the political drama and turmoil in Washington, it is a good counterpoint that America, Europe, Asia, and the emerging markets are all growing together for the first time since the Great Re...

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California Real Estate and Retirement Possibilities

by Forrest Ryan Bell, CFP®, Senior Investment Advisor, Financial Planner
April 18, 2017

A caption to a Wall Street Journal article from November 2016 read, “Home prices set a record in September (2016), reaching their highest level since 2006 and bringing to a close the worst stretch f...

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What Do the South Carolina Gamecocks Know About Life Coaching?

by Bonnie Bell, MA, MDiv., Principal, Director of Career/Life Coaching
April 18, 2017

This is not exactly a question on the tip of everyone’s tongue in the midst of March Madness. However, the somewhat surprising topic of life coaching did make its way into the headline of the sports...

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The Resolution Revolution

by Bonnie Bell, MA, MDiv., Principal, Director of Career/Life Coaching
January 24, 2017

By the time you read this, the new year will be at least a couple of weeks old, and if you made any new year’s resolutions at all, you may have already broken them. The statistics on keeping new yea...

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Life Insurance: What to Consider

by Forrest Ryan Bell, CFP®, Senior Investment Advisor, Financial Planner
January 24, 2017

In an August interview, investment consultant and founder of Greenwich Associates, Charles Ellis, talked about the power of marketing. To illustrate his point, he told a story about insurance. Founded...

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Don’t Pay Attention to Predictions

by James F. Bell, CFP®, President & Founder
January 24, 2017

2016 was a horrible year for professional predictors, forecasters, fortune tellers, and pollsters. The year demonstrated why it is impossible to predict the future. In graduate school, I took a course...

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Market Analysis

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Market Analysis – May 2017
June 2, 2017

Politics still impact financial markets in the short term, as shown by the Dow Industrial Average fa...


Video

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President Trump: The First Sixty Days
April 5, 2017

A discussion of the Trump administration’s actions and policies that are relevant to investors and


Publication

bellinvest publicaion
California Real Estate and Retirement Possibilities
April 18, 2017

A caption to a Wall Street Journal article from November 2016 read, “Home prices set a record in S...

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Piedmont East Bay Children’s Choir Receives Grants from NEA and Bell

More Than $82 Million Awarded for Arts Projects Nationwide Includes $13,000 awarded to Piedmont East Bay Children’s Choir  Oakland, CA — National Endowment for the Arts Chairman Jane Chu has approved more than $82 million to fund local arts projects across the country in the NEA’s second major funding announcement for fiscal year 2017. Included […]

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