Articles

Forrest Bell, CFP® January 26, 2018

Some years ago, a client came to me concerned about his long-term care policy. He purchased the policy through CalPERS. ...

Bonnie Bell January 24, 2018

As you have probably heard — or experienced first-hand — the long-term success rate of New Year’s resolutions is pretty ...

James F. Bell January 23, 2018

Believe it or not, there is a new concern afoot that retired Americans are not spending enough money! This runs ...

Bell Investment Advisors January 19, 2018

Why is the Market So Strong, and What Could Go Wrong? Join us as we explore these questions in our ...

Bell Investment Advisors January 5, 2018

Interest Rates: December proved to be an interesting month in the world of finance. Earlier in the month, the Federal ...

Bell Investment Advisors December 5, 2017

The operative word above is reason, which frames the question in a rational context. We all know that investors and ...

Bonnie Bell November 29, 2017

I frequently find myself reminding people that “career” is not a noun; it’s a verb. We evolve, the marketplace evolves, ...

Bell Investment Advisors November 28, 2017

You may know a young woman, 18 – 30, who could benefit from attending the YWCA’s tenth annual Young Women ...

Bell Investment Advisors November 9, 2017

Recognizing the value of financial planning for all, Bell Paraplanner Ramsay Leimenstoll served as a logistics volunteer on Saturday, October ...