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 New Year Rally
February 5, 2020 The New Year Rally After a strong 2019, U.S. stocks initially rang in the New Year by gaining three …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