Articles from The Opening Bell


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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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Reaping the Harvest

by Bonnie Bell, MA, MDiv., Principal, Director of Career/Life Coaching
October 25, 2018

It seems like, every year, the very day after Labor Day I am ambushed by fall. While I am still holding onto summer, still wearing my white jeans, and still having barbecues, I don’t want to even …Read More

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California Taxpayers vs. the New Federal Tax Law

by James F. Bell, CFP®, Founder & Chief Investment Officer
October 25, 2018

On September 1, 2018, the California State Legislature adjourned without conforming the California State Income Tax to any part of the Republican Federal Tax Law, known as the Tax Cuts & Jobs …Read More

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Do You Have a Bias Against International Small-Cap Stocks?

by Forrest Bell, CFP®, President, Financial Planner, & Senior Investment Advisor
October 25, 2018

With the S&P 500 fully recovered from the correction earlier this year, and hovering near its all-time high, the current bull market in U.S. large-cap stocks remains one of the longest in …Read More

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Market Analysis

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February Celebrates Flexibility – 3/4/2019
March 5, 2019 The U.S. stock market is celebrating its best start to a new year since 1987. One big factor that …Read More

Video

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2019 Threats and Opportunities
February 14, 2019 Join us as we review 2018 and discuss what 2019 may have in store for investors: Does the poor end …Read More

Publication

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“It Was the Best of Times, It Was the Worst of Times . . .”
January 31, 2019 …So wrote Charles Dickens in his famous opening line of A Tale of Two Cities. Dickens wrote this …Read More

Latest News

2018 Schwab 1099 Availability

The 2018 tax season is now upon us, and with that comes tax documentation to assist you in filing your return. All official tax reporting information will come directly from Schwab. Please see below for timelines (varies by document type). 1099 – Paper Mailing For retirement accounts, you should have already received your Form 1099-R. …Read More

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