Articles from The Opening Bell


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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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Learning to Fail

by Bonnie Bell, MA, MDiv., Principal, Director of Career/Life Coaching
July 26, 2017

There’s an odd new-ish problem besieging a certain segment of our population that deserves some attention: it appears that the most successful and most-likely-to-succeed young people among us have d...

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How the Dow Led to Modern Index Investing

by Forrest Ryan Bell, CFP®, Senior Investment Advisor, Financial Planner
July 26, 2017

If you listen to the news of the day on your way to work in the morning, chances are you will hear a report about the status of the Dow Jones Industrial Average. Mentions of the Dow are even more freq...

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Strength in Numbers: A Golden First Half for Global Stocks

by James F. Bell, CFP®, President & Founder
July 26, 2017

By no means am I an authentic basketball fan. For example, I do not under-stand a pick and roll. But our Oakland office at 11th and Broadway is directly across the street from the Golden State Warrior...

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Market Analysis

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Does This Market Have a Reason to Go Down?
December 5, 2017

The operative word above is reason, which frames the question in a rational context. We all know tha...


Video

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Retirement Spending: A Blueprint for Smart & Strategic Distributions
November 21, 2017

Use your investment accounts to create a monthly paycheck in retirement. Tailor your distribution


Publication

bellinvest publicaion
Cash, Bonds, and Happiness
October 20, 2017

 Cash can make you happy, at least according to an article from the Wall Street Journal titled “M...

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Heidi Stoltz to Present at Oakland’s YWCA Young Women & Money Conference, 12/9

You may know a young woman, 18 – 30, who could benefit from attending the YWCA’s tenth annual Young Women and Money Conference. This conference is designed to help young women gain financial independence and success. Attendees will learn about good credit, budgeting, paying bills, and investing. Oakland Mayor Libby Schaff will give the opening […]

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