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What About Umbrella Insurance?
Forrest Bell, CFP®
April 19, 2018
What About Umbrella Insurance? Last month, the radio show Radiolab aired a story about the Benrath Senior Center in Dusseldorf, ...
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Trump Punishes Craft Beer
James F. Bell
April 19, 2018
Thanks to the St. Patrick’s Day editorial page of the Wall Street Journal, I learned about American Keg in Pottstown, ...
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Is There Method in the Madness?
Bonnie Bell
April 19, 2018
Most of you are familiar with our two Bell Investment Advisors blogs: one on career/life issues called Making a Good ...
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We’re Rebuilding Oakland. Come Volunteer with Us!
Bell Investment Advisors
April 5, 2018
Bell Investment Advisors’ staff is once again partnering with our office building neighbors three floors up, the legendary Oakland law ...
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Keep Your Eye on Corporate Earnings, and Turn Off the TV – 4/3/2018
Bell Investment Advisors
April 4, 2018
As fiduciary investment managers, we appreciate the market-friendly results from phase one of the Trump administration in regard to corporate ...
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Jim Bell, CFP® Quoted in Forbes
Bell Investment Advisors
April 3, 2018
Forbes Magazine interviewed Jim Bell, CFP® for the March 26, 2018 article, “Why Successful Investors Create a Financial Plan”. He ...
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What’s Driving This Market Now? Don’t Fight the Fundamentals
Bell Investment Advisors
March 18, 2018
What’s Driving This Market Now? Don’t Fight the Fundamentals Join us for our quarterly Investment Committee Update online webinar. The ...
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What is Most Relevant About the New Tax Law? Part 2: ESTATE AND GIFT TAX
Bell Investment Advisors
March 12, 2018
The estate and gift tax exemption in the federal tax code (Form 706) applies to an individual’s gifts made during ...
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Selfie at the Oakland Rotary
Bell Investment Advisors
March 9, 2018
Selfie! Bell client, Peter M. Sherris, MD, posted a photo February 1, 2018 on Facebook of himself and Jim Bell, ...
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