Articles from The Opening Bell


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What is a “Normal” Interest Rate, and Why Does it Matter?

by James F. Bell, Chairman & Founder
April 16, 2019

At a 2010 lecture discussing the financial crisis of 2007-2009 – Navigating the New Normal in Industrialized Countries – Mohamed El-Erian (now chief economic advisor at Allianz) said, “The …Read More

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“It Was the Best of Times, It Was the Worst of Times . . .”

by James F. Bell, Chairman & Founder
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 In Memoriam: Bonnie Bell, MA, MDiv., Past 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 In Memoriam: Bonnie Bell, MA, MDiv., Past 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, Chairman & Founder
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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Market Analysis

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A Mixed Month in the Market
July 6, 2020 A Mixed Month in the Market After surging over 6% in the first week of June on the back of a …Read More

Video

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Webinar: Economic Recovery – How Might 2020 End?
July 22, 2020 Presenters: Laurent Harrison, CFP®, Senior Investment Advisor and Financial Planner Ryan Kelley, …Read More

Publication

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529 College Savings Plan Resources
November 1, 2019 529 Education Savings Plans are a meaningful topic for parents, grandparents, and anyone else who …Read More