Articles from The Opening Bell


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How About a New Year Filled with Resilience?

by Bonnie Bell, MA, MDiv., Principal, Director of Career/Life Coaching
January 27, 2018

As you have probably heard — or experienced first-hand — the long-term success rate of New Year’s resolutions is pretty slim. Statistics for 2017 reveal that 80% of resolutions set by people in ...

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Long-Term Care

by Forrest Ryan Bell, CFP®, Senior Investment Advisor, Financial Planner
January 26, 2018

Some years ago, a client came to me concerned about his long-term care policy. He purchased the policy through CalPERS. It would cover much of the cost of long-term care for all of his life, but he ha...

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Are You Guilty of Self-Induced Poverty?

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

Believe it or not, there is a new concern afoot that retired Americans are not spending enough money! This runs completely counter to the dominant conversation that Americans are in a retirement crisi...

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Back to School/Back to Work

by Bonnie Bell, MA, MDiv., Principal, Director of Career/Life Coaching
October 21, 2017

I always forget how much I love the Fall until October, when everything starts moving toward winter, and something makes me feel like sautéing sliced apples with cinnamon and butter for breakfast and...

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“The Shortfall in Inflation is a Mystery”: Janet Yellen, Federal Reserve Chair

by James F. Bell, CFP®, President & Founder
October 21, 2017

Changes may be afoot at the Federal Open Market Committee, which meets every six weeks, to assess the health of the U.S. economy. For years now, Chair Janet Yellen has emphasized that the Fed is “da...

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Cash, Bonds, and Happiness

by Forrest Ryan Bell, CFP®, Senior Investment Advisor, Financial Planner
October 20, 2017

 Cash can make you happy, at least according to an article from the Wall Street Journal titled “Money and Happiness: A Surprising Twist,” published last year. The article cites a study by a team ...

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Market Analysis

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A Global Correction is Overdue. (2/2/2018)
February 2, 2018

Believe it or not, I would have liked to have seen a greater pullback in the stock market than the t...


Video

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Why is the Market So Strong, and What Could Go Wrong?
January 19, 2018

Join us as we explore these questions in our half hour webinar to discuss topics like What does the


Publication

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Long-Term Care
January 26, 2018

Some years ago, a client came to me concerned about his long-term care policy. He purchased the poli...

Latest News

Jim and Bonnie Bell Underwriting Jonathan Cozart (aka Paint)!

Jonathan Charles “Jon” Cozart, known by his online alias Paint, is an American YouTube personality, musician, and comedian. Bonnie and Jim Bell, long-time supporters of the Oakland Symphony, are underwriting Cozart’s special appearance at the Symphony’s February 9 concert, “Pride & Prejudice: Notes from LGBTQ”. Jim had this to say about their sponsorship: It is […]

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