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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...
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...
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...
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 ...
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...
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...
The Dow Jones Industrial Average and the S&P 500 reached the end of the second quarter well below th...
Join us for our quarterly Investment Committee Update online webinar.
Thanks to the St. Patrick’s Day editorial page of the Wall Street Journal, I learned about America...
Every year, representatives of the Bell Investment Advisors financial planning staff attend the Financial Planning Association NorCal Conference in San Francisco as part of a continuing desire to maintain the highest standards of excellence in Bell’s financial planning practices, as well as to pursue ongoing professional education. On May 29 and 30 of this year, […]
