Articles from The Opening Bell


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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 In Memoriam: Bonnie Bell, MA, MDiv., Past 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, Chairman & Founder
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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Back to School/Back to Work

by In Memoriam: Bonnie Bell, MA, MDiv., Past 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

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

by James F. Bell, Chairman & Founder
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

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Market Analysis

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May Market Commentary
June 3, 2020 In May, optimism related to the gradual reopening of the US economy persisted. After some initial …Read More

Video

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Webinar: Economic Recovery – When will it begin? What shape will it take?
May 28, 2020   Presenters: Forrest Bell, CFP®, President and Senior Investment Advisor Laurent Harrison, …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