Articles from The Opening Bell


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Is There Method in the Madness?

by Bonnie Bell, MA, MDiv., Principal, Director of Career/Life Coaching
April 19, 2018

Most of you are familiar with our two Bell Investment Advisors blogs: one on career/life issues called Making a Good Life Happen®, which I write, and the other, our finance blog, which a variety of o...

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Trump Punishes Craft Beer

by James F. Bell, CFP®, President & Founder
April 19, 2018

Thanks to the St. Patrick’s Day editorial page of the Wall Street Journal, I learned about American Keg in Pottstown, PA, the only remaining U.S. manufacturer of stainless steel beer kegs. Their big...

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What About Umbrella Insurance?

by Forrest Bell, CFP®, Senior Investment Advisor, Financial Planner
April 19, 2018

Last month, the radio show Radiolab aired a story about the Benrath Senior Center in Dusseldorf, Germany. Like many centers of its kind, some of its patients suffer from dementia and Alzheimer’s dis...

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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 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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Market Analysis

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Keep Your Eye on Corporate Earnings, and Turn Off the TV – 4/3/2018
April 4, 2018

An analysis of the market, the most important investment principles, the threat of tariffs and trade...


Video

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The Tariff Tantrum and The Trade Deficit
April 23, 2018

Tune in to Jim Bell, CFP®, President & Founder, Bell Investment Advisors, as he presents a half-hou


Publication

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Trump Punishes Craft Beer
April 19, 2018

Thanks to the St. Patrick’s Day editorial page of the Wall Street Journal, I learned about America...

Latest News

Bell Investment Advisors to Sponsor Oakland Symphony‘s Season Finale: The Artist’s Struggle

On Friday, May 18, at 8 pm, at the historic Paramount Theatre in downtown Oakland, Maestro Michael Morgan will conduct Leonard Bernstein’s Serenade after Plato’s Symposium for Violin and Orchestra, followed by Peter Ilyich Tchaikovsky’s Op. 74, Symphony No. 6, “Pathêtique” in B Minor. As a young conductor, Michael came to know Leonard Bernstein at […]

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