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®, 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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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®, President, Financial Planner & Senior Investment Advisor
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®, Founder & Chief Investment Officer
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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Best Quarter for U.S. Stocks Since 2009
April 5, 2019 The breadth of the U.S. stock market gain in the first quarter of 2019 caused all sectors of the …Read More

Publication

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Middle Retirement Planning
April 17, 2019 If you read financial planning textbooks, you might be left with the impression that people report …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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