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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Market Analysis – October 2019
October 9, 2019 The Stock and Bond Markets This year continues to be a rewarding one for stock and bond investors …Read More

Video

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Publication

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Providing for Your Children and Others with a 529 Plan
August 26, 2019 The three biggest financial commitments that most people will make in their lifetimes are buying a …Read More

Latest News

Schwab Phishing Attempt Reported

Bell received notification from our custodian, Charles Schwab, of a text message-based phishing attempt imitating Schwab. The phishing attempt appears to have been sent to a random set of phone numbers, not necessarily clients of Schwab or Bell Investment Advisors. The phishing attempt was conveyed through text messages appearing to come from Schwab, but in …Read More

 

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