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What is Most Relevant About the New Tax Law? Part 2: ESTATE AND GIFT TAX
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
Selfie! Bell client, Peter M. Sherris, MD, posted a photo February 1, 2018 on Facebook of himself and Jim Bell, ...
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A Step-by-Step Guide to Getting a Job
I found the following online 60-minute course on Glassdoor.com, a free online resource for job seekers. It’s an amazing resource ...
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Be a Winner — Learn to Live with Volatility (and other thoughts on the current market) – 3/2/2018
Be a Winner — Learn to Live with Volatility February brought the highly anticipated 10% pullback after the biggest drop ...
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The Health Savings Account: an often-overlooked financial opportunity
A Health Savings Account (HSA) is a unique type of savings and investment vehicle that encourages United States residents to ...
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What is Most Relevant About the New Tax Law? Part 1: CHARITABLE DONATIONS
In December 2017, the U.S. Congress passed and President Trump signed into law a new tax law for American businesses ...
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The Return of Market Volatility
On February 6, in response to the volatility that the markets were experiencing, we sent the following thoughts to our ...
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Jim and Bonnie Bell Underwriting Jonathan Cozart (aka Paint)!
Jonathan Charles “Jon” Cozart, known by his online alias Paint, is an American YouTube personality, musician, and comedian. Bonnie and ...
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Corinne Salera Bedford, CFP® to Present at S&P Dow Jones Indices Webinar, 2/15
Corinne Salera Bedford, CFP®, Portfolio Manager and Investment Advisor at Bell Investment Advisors, will be speaking at an upcoming webinar ...
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