Articles from The Opening Bell


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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

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Learning to Fail

by In Memoriam: Bonnie Bell, MA, MDiv., Past Principal, Director of Career/Life Coaching
July 26, 2017

There’s an odd new-ish problem besieging a certain segment of our population that deserves some attention: it appears that the most successful and most-likely-to-succeed young people among us have …Read More

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How the Dow Led to Modern Index Investing

by Forrest Bell, CFP®, President, Financial Planner & Senior Investment Advisor
July 26, 2017

If you listen to the news of the day on your way to work in the morning, chances are you will hear a report about the status of the Dow Jones Industrial Average. Mentions of the Dow are even more …Read More

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Strength in Numbers: A Golden First Half for Global Stocks

by James F Bell, Chairman & Founder
July 26, 2017

By no means am I an authentic basketball fan. For example, I do not under-stand a pick and roll. But our Oakland office at 11th and Broadway is directly across the street from the Golden State …Read More

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It’s Not All About Trump!

by James F Bell, Chairman & Founder
April 18, 2017

With all of the political drama and turmoil in Washington, it is a good counterpoint that America, Europe, Asia, and the emerging markets are all growing together for the first time since the Great …Read More

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California Real Estate and Retirement Possibilities

by Forrest Bell, CFP®, President, Financial Planner & Senior Investment Advisor
April 18, 2017

A caption to a Wall Street Journal article from November 2016 read, “Home prices set a record in September (2016), reaching their highest level since 2006 and bringing to a close the worst stretch …Read More

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Market Analysis

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Global Markets in July
August 4, 2020 Global Markets in July As July came to a close, the major categories of equities generated some …Read More

Video

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Webinar: Economic Recovery – How Might 2020 End?
July 22, 2020 Presenters: Laurent Harrison, CFP®, Senior Investment Advisor and Financial Planner Ryan Kelley, …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