Articles from The Opening Bell


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Election Reflection

by James F. Bell, Chairman & Founder
October 20, 2016

Nielsen estimates that 84 million Americans watched the first Clinton/Trump presidential debate, a new all-time record audience. The interest in this election runs high with a level of anxiety …Read More

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The Year of the Wall

by James F. Bell, Chairman & Founder
July 1, 2016

Since the 2016 presidential campaigns began over a year ago, there has been plenty of talk about walls — both for limiting free trade and for stopping …Read More

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Retirement and Self-Esteem

by In Memoriam: Bonnie Bell, MA, MDiv., Past Principal, Director of Career/Life Coaching
July 1, 2016

I’ve always been a groupie of certain comedians, including David Letterman for many years, and have recorded gobs of late night shows, including Saturday …Read More

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Retiree Spending: Latest Research

by Forrest Bell, CFP®, President, Financial Planner & Senior Investment Advisor
July 1, 2016

Every year brings a fresh batch of research concerning the dynamics of retirement life. And this year, a number of studies have the potential to reshape aspects …Read More

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Building Your Portfolio’s Stamina

by Forrest Bell, CFP®, President, Financial Planner & Senior Investment Advisor
April 1, 2016

In an interview late last year, the esteemed portfolio manager Matthew McLennan commented on the impressive performance of the U.S. stock market over the last …Read More

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The Healing Power of Forgiveness

by In Memoriam: Bonnie Bell, MA, MDiv., Past Principal, Director of Career/Life Coaching
April 1, 2016

. . . and why, I wonder, is there an -essay with this title in the Wall Street Journal? (3/31/16, Journal Report, Encore Feature, page R8). One reason, I imagine, is that it was …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