Articles from The Opening Bell


Sign up for our monthly Bell e-News.

To get the latest news and updates from us, please fill out the form and click "Subscribe" to receive our e-newsletter.

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

Read more


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

Read more


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

Read more


Back to School/Back to Work

by Bonnie Bell, MA, MDiv., Principal, Director of Career/Life Coaching
October 21, 2017

I always forget how much I love the Fall until October, when everything starts moving toward winter, and something makes me feel like sautéing sliced apples with cinnamon and butter for breakfast …Read More

Read more


“The Shortfall in Inflation is a Mystery”: Janet Yellen, Federal Reserve Chair

by James F. Bell, CFP®, Founder & Chief Investment Officer
October 21, 2017

Changes may be afoot at the Federal Open Market Committee, which meets every six weeks, to assess the health of the U.S. economy. For years now, Chair Janet Yellen has emphasized that the Fed is …Read More

Read more


Cash, Bonds, and Happiness

by Forrest Bell, CFP®, President, Financial Planner, & Senior Investment Advisor
October 20, 2017

 Cash can make you happy, at least according to an article from the Wall Street Journal titled “Money and Happiness: A Surprising Twist,” published last year. The article cites a study by a team …Read More

Read more


Market Analysis

White paper feature image
The U.S. Economy Says “Yes”, But the Stock Market Says “No” – 1/4/19
January 18, 2019 2018 brought a remarkable divergence between U.S. economic data and U.S. stock market performance. …Read More

Video

video feature image
2019 Threats and Opportunities
February 14, 2019 Join us as we review 2018 and discuss what 2019 may have in store for investors: Does the poor end …Read More

Publication

bellinvest publicaion
“It Was the Best of Times, It Was the Worst of Times . . .”
January 31, 2019 …So wrote Charles Dickens in his famous opening line of A Tale of Two Cities. Dickens wrote this …Read More

Latest News

2018 Schwab 1099 Availability

The 2018 tax season is now upon us, and with that comes tax documentation to assist you in filing your return. All official tax reporting information will come directly from Schwab. Please see below for timelines (varies by document type). 1099 – Paper Mailing For retirement accounts, you should have already received your Form 1099-R. …Read More

Latest Tweet

Connect With Us

bellinvest 20 year