Articles from The Opening Bell


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Reaping the Harvest

by Bonnie Bell, MA, MDiv., Principal, Director of Career/Life Coaching
October 25, 2018

It seems like, every year, the very day after Labor Day I am ambushed by fall. While I am still holding onto summer, still wearing my white jeans, and still having barbecues, I don’t want to even …Read More

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California Taxpayers vs. the New Federal Tax Law

by James F. Bell, CFP®, President & Founder
October 25, 2018

On September 1, 2018, the California State Legislature adjourned without conforming the California State Income Tax to any part of the Republican Federal Tax Law, known as the Tax Cuts & Jobs …Read More

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Do You Have a Bias Against International Small-Cap Stocks?

by Forrest Bell, CFP®, Senior Investment Advisor, Financial Planner
October 25, 2018

With the S&P 500 fully recovered from the correction earlier this year, and hovering near its all-time high, the current bull market in U.S. large-cap stocks remains one of the longest in …Read More

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How to Plan and Take a Vacation Even If You Are Unemployed

by Bonnie Bell, MA, MDiv., Principal, Director of Career/Life Coaching
July 23, 2018

Who doesn’t love a vacation? The mere word, which means “planned time spent not working,” along with other descriptors such as “break, breathing space, intermission, recess, recreation, …Read More

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Homeowners Insurance

by Forrest Bell, CFP®, Senior Investment Advisor, Financial Planner
July 23, 2018

On October 8, 2017, a fire began in Calistoga, California, that would kill 43 people and displace 100,000 others. Because of the weather conditions, the fire moved fast. The following morning, I …Read More

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American Consumers Get Great Deals from the Trade Deficit

by James F. Bell, CFP®, President & Founder
July 23, 2018

In 2017 investors benefited from an unusually non-volatile market with consistent growth, but 2018 has been notably less euphoric. So what changed? In short, tariffs: these economic and political …Read More

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Market Analysis

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“Stocks are falling. I’m buying them anyway.” – 12/4/18
December 5, 2018 The above is a quote from Jeff Sommers as the title of his 11/18/2018 “Strategies” column in …Read More

Publication

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Do You Have a Bias Against International Small-Cap Stocks?
October 25, 2018 With the S&P 500 fully recovered from the correction earlier this year, and hovering near its …Read More

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Piedmont East Bay Children’s Choir Candlelight Concert

Bell Investment Advisors has been a major supporter of the Piedmont East Bay Children’s Choir (PEBCC.org) for almost ten years. We are lifelong music lovers and consider our involvement with Bay Area music and arts organizations central to making a good life happen for our family, our business, and our community. On Sunday, December 2 from …Read More

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