Articles from The Opening Bell


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What Do the South Carolina Gamecocks Know About Life Coaching?

by In Memoriam: Bonnie Bell, MA, MDiv., Past Principal, Director of Career/Life Coaching
April 18, 2017

This is not exactly a question on the tip of everyone’s tongue in the midst of March Madness. However, the somewhat surprising topic of life coaching did make its way into the headline of the …Read More

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The Resolution Revolution

by In Memoriam: Bonnie Bell, MA, MDiv., Past Principal, Director of Career/Life Coaching
January 24, 2017

By the time you read this, the new year will be at least a couple of weeks old, and if you made any new year’s resolutions at all, you may have already broken them. The statistics on keeping new …Read More

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Life Insurance: What to Consider

by Forrest Bell, CFP®, President, Financial Planner & Senior Investment Advisor
January 24, 2017

In an August interview, investment consultant and founder of Greenwich Associates, Charles Ellis, talked about the power of marketing. To illustrate his point, he told a story about insurance. …Read More

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Don’t Pay Attention to Predictions

by James F. Bell, Chairman & Founder
January 24, 2017

2016 was a horrible year for professional predictors, forecasters, fortune tellers, and pollsters. The year demonstrated why it is impossible to predict the future. In graduate school, I took a …Read More

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Knowledge Work: Finding and Funding a College Education

by Forrest Bell, CFP®, President, Financial Planner & Senior Investment Advisor
November 3, 2016

For more than a decade now, the US economy has shifted away from manufacturing and toward what the late business guru Peter Drucker called “knowledge work,” work that requires a person to use …Read More

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What We Did on Our Summer Vacation

by In Memoriam: Bonnie Bell, MA, MDiv., Past Principal, Director of Career/Life Coaching
October 27, 2016

We did something we never really intended to do. Out of the blue, the Oakland Symphony Board posed this question to its members, “Would you be interested in accompanying the Oakland Youth Orchestra …Read More

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Market Analysis

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A Mixed Month in the Market
July 6, 2020 A Mixed Month in the Market After surging over 6% in the first week of June on the back of a …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