Articles from The Opening Bell


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How to Plan and Take a Vacation Even If You Are Unemployed

by Bonnie Bell, MA, MDiv., Principal, Director of Career/Life Coaching
July 23, 2018

Who doesn’t love a vacation? The mere word, which means “planned time spent not working,” along with other descriptors such as “break, breathing space, intermission, recess, recreation, …Read More

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Homeowners Insurance

by Forrest Bell, CFP®, President, Financial Planner, & Senior Investment Advisor
July 23, 2018

On October 8, 2017, a fire began in Calistoga, California, that would kill 43 people and displace 100,000 others. Because of the weather conditions, the fire moved fast. The following morning, I …Read More

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American Consumers Get Great Deals from the Trade Deficit

by James F. Bell, CFP®, Founder & Chief Investment Officer
July 23, 2018

In 2017 investors benefited from an unusually non-volatile market with consistent growth, but 2018 has been notably less euphoric. So what changed? In short, tariffs: these economic and political …Read More

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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 …Read More

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Trump Punishes Craft Beer

by James F. Bell, CFP®, Founder & Chief Investment Officer
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 …Read More

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What About Umbrella Insurance?

by Forrest Bell, CFP®, President, Financial Planner, & Senior Investment Advisor
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 …Read More

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Market Analysis

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The U.S. Economy Says “Yes”, But the Stock Market Says “No” – 1/4/19
January 18, 2019 2018 brought a remarkable divergence between U.S. economic data and U.S. stock market performance. …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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