Articles from The Opening Bell


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What Will Make Up the Content of Your Days During Retirement?

by Bonnie Bell, MA, MDiv., Principal, Director of Career/Life Coaching
July 15, 2019

Depending on how close you are to your planned retirement date, the above question will be either frighteningly urgent, or so far in the distance that you won’t be able to focus on it for any …Read More

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When Can I Quit My Job?

by James F. Bell, CFP®, Founder & Chief Investment Officer
July 15, 2019

Financial Planning answers many significant life questions. For example: How much do I need to save for my daughter’s education? Can I afford to buy a home? When can I retire? In my 27 years as a …Read More

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Providing for Your Children and Others with a 529 Plan

by Forrest Bell, CFP®, President, Financial Planner & Senior Investment Advisor
July 15, 2019

The three biggest financial commitments that most people will make in their lifetimes are buying a home, raising children, and retiring. Of the three, the cost of raising children might be the most …Read More

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Middle Retirement Planning

by Forrest Bell, CFP®, President, Financial Planner & Senior Investment Advisor
April 17, 2019

If you read financial planning textbooks, you might be left with the impression that people report to the financial planner’s office to begin the planning process as soon as they land their first …Read More

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“What’s Bonnie Going to Do?!” – Part 2

by Bonnie Bell, MA, MDiv., Principal, Director of Career/Life Coaching
April 16, 2019

Most of you know by now that, as of January, I began cutting back my hours at Bell and moving into a career transition most commonly known as “Semi-Retirement.” I have to say, it has been …Read More

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What is a “Normal” Interest Rate, and Why Does it Matter?

by James F. Bell, CFP®, Founder & Chief Investment Officer
April 16, 2019

At a 2010 lecture discussing the financial crisis of 2007-2009 – Navigating the New Normal in Industrialized Countries – Mohamed El-Erian (now chief economic advisor at Allianz) said, “The …Read More

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Market Analysis

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Market Analysis – October 2019
October 9, 2019 The Stock and Bond Markets This year continues to be a rewarding one for stock and bond investors …Read More

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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