Articles from The Opening Bell


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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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Do You Have a Bias Against International Small-Cap Stocks?

by Forrest Bell, CFP®, President, Financial Planner & Senior Investment Advisor
October 25, 2018

With the S&P 500 fully recovered from the correction earlier this year, and hovering near its all-time high, the current bull market in U.S. large-cap stocks remains one of the longest in …Read More

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

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

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“There Are Better Things Ahead Than Any We Leave Behind”
January 6, 2021

As December came to a close, the global equity markets added several percentage points to their …Read More


Video

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Webinar: 2020 Election Impact – What Investors Should Know
October 22, 2020 Presenters: Laurent Harrison, CFP®, Senior Investment Advisor and Financial Planner Ryan Kelley, …Read More

Career/Life Coaching Blog

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Thoughts from Bonnie on Balance in Times of Stress
May 12, 2020

Originally Posted March 15, 2011 Back in 2011, the world was in a different form of crisis. The …Read More