Articles from The Opening Bell


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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®, President & Founder
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®, Senior Investment Advisor, Financial Planner
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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How About a New Year Filled with Resilience?

by Bonnie Bell, MA, MDiv., Principal, Director of Career/Life Coaching
January 27, 2018

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 …Read More

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Long-Term Care

by Forrest Bell, CFP®, Senior Investment Advisor, Financial Planner
January 26, 2018

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 …Read More

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Are You Guilty of Self-Induced Poverty?

by James F. Bell, CFP®, President & Founder
January 23, 2018

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 …Read More

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Market Analysis

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“Stocks are falling. I’m buying them anyway.” – 12/4/18
December 5, 2018 The above is a quote from Jeff Sommers as the title of his 11/18/2018 “Strategies” column in …Read More

Publication

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Do You Have a Bias Against International Small-Cap Stocks?
October 25, 2018 With the S&P 500 fully recovered from the correction earlier this year, and hovering near its …Read More

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Piedmont East Bay Children’s Choir Candlelight Concert

Bell Investment Advisors has been a major supporter of the Piedmont East Bay Children’s Choir (PEBCC.org) for almost ten years. We are lifelong music lovers and consider our involvement with Bay Area music and arts organizations central to making a good life happen for our family, our business, and our community. On Sunday, December 2 from …Read More

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