Articles from The Opening Bell


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Your Estate Plan in the Wake of the SECURE Act

by Forrest Bell, CFP®, President, Financial Planner & Senior Investment Advisor
December 18, 2020

The SECURE Act of December 2019 was intended to give Americans a better shot at retirement security. But retirees whose estate plans depended on the so-called stretch IRA may see that as, well, a bit …Read More

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A Year of Grieving, Loving, and Persisting

by James F. Bell, Chairman & Founder
December 18, 2020

The team at Bell tells me that many of you as clients and friends often ask after me and want to know how I am doing. This heartens my soul to learn of your care and concern. My purpose in writing to …Read More

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An Expert Who Listens to Your Values

by Forrest Bell, CFP®, President, Financial Planner & Senior Investment Advisor
March 9, 2020

In Being Mortal, an immensely compassionate book about the final phase of life, Atul Gawande writes about his father. A vibrant and healthy man his whole adult life, Gawande’s father starts to feel …Read More

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

by In Memoriam: Bonnie Bell, MA, MDiv., Past 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, Chairman & Founder
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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Market Analysis

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“There Are Better Things Ahead Than Any We Leave Behind”
January 6, 2021

As December came to a close, the global equity markets added several percentage points to their …Read More


Video

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Webinar: 2020 Election Impact – What Investors Should Know
October 22, 2020 Presenters: Laurent Harrison, CFP®, Senior Investment Advisor and Financial Planner Ryan Kelley, …Read More

Career/Life Coaching Blog

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Thoughts from Bonnie on Balance in Times of Stress
May 12, 2020

Originally Posted March 15, 2011 Back in 2011, the world was in a different form of crisis. The …Read More