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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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“It Was the Best of Times, It Was the Worst of Times . . .”

by James F. Bell, CFP®, Founder & Chief Investment Officer
January 31, 2019

…So wrote Charles Dickens in his famous opening line of A Tale of Two Cities. Dickens wrote this novel in part as a warning and as an encouragement to his fellow citizens of Great Britain not to …Read More

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“What’s Bonnie Going to Do?!”

by Bonnie Bell, MA, MDiv., Principal, Director of Career/Life Coaching
January 31, 2019

Ever since Jim’s Succession Letter went out last month announcing that Forrest has become President of Bell  Investment Advisors, people have been asking me about my own plans for 2019, as if now …Read More

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Earthquake Insurance

by Forrest Bell, CFP®, President, Financial Planner & Senior Investment Advisor
January 31, 2019

Over the past two years, the number of homes destroyed by wildfires in California has prompted many homeowners to reconsider their homeowners insurance policies and for good reason. Homeowners …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

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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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