Articles from The Opening Bell


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The Resolution Revolution

by Bonnie Bell, MA, MDiv., Principal, Director of Career/Life Coaching
January 24, 2017

By the time you read this, the new year will be at least a couple of weeks old, and if you made any new year’s resolutions at all, you may have already broken them. The statistics on keeping new yea...

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Life Insurance: What to Consider

by Forrest Ryan Bell, CFP®, Senior Investment Advisor, Financial Planner
January 24, 2017

In an August interview, investment consultant and founder of Greenwich Associates, Charles Ellis, talked about the power of marketing. To illustrate his point, he told a story about insurance. Founded...

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Don’t Pay Attention to Predictions

by James F. Bell, CFP®, President & Founder
January 24, 2017

2016 was a horrible year for professional predictors, forecasters, fortune tellers, and pollsters. The year demonstrated why it is impossible to predict the future. In graduate school, I took a course...

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Knowledge Work: Finding and Funding a College Education

by Forrest Ryan Bell, CFP®, Senior Investment Advisor, Financial Planner
November 3, 2016

For more than a decade now, the US economy has shifted away from manufacturing and toward what the late business guru Peter Drucker called “knowledge work,” work that requires a person to use ...

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What We Did on Our Summer Vacation

by Bonnie Bell, MA, MDiv., Principal, Director of Career/Life Coaching
October 27, 2016

We did something we never really intended to do. Out of the blue, the Oakland Symphony Board posed this question to its members, “Would you be interested in accompanying the Oakland Youth Orchestra ...

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Election Reflection

by James F. Bell, CFP®, President & Founder
October 20, 2016

Nielsen estimates that 84 million Americans watched the first Clinton/Trump presidential debate, a new all-time record audience. The interest in this election runs high with a level of anxiety to m...

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Market Analysis

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Market Analysis – February 2017 (with Fiduciary Rule comments)
March 3, 2017

The Fiduciary Rule After more than a year of deliberation, the US Department of Labor (DOL) under Pr...


Video

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Year-End Review and 2017 Preview
January 24, 2017

The presenters review the market activity and the economic events of 2016, as well as preview what 2


Publication

bellinvest publicaion
Don’t Pay Attention to Predictions
January 24, 2017

2016 was a horrible year for professional predictors, forecasters, fortune tellers, and pollsters. T...

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Bell Investment Advisors Hosts Oakland Evening Event, “TELL ME SOMETHING GOOD: Discovering positive social impact in Oakland and in your investment portfolio”

OAKLAND, Calif. September 8, 2016 /PR Newswire/ — Bell Investment Advisors has announced it will be hosting a special wine and cheese reception and seminar…

 

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