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Knowledge Work: Finding and Funding a College Education
Forrest Bell, CFP®
November 3, 2016
For more than a decade now, the US economy has shifted away from manufacturing and toward what the late business ...
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What We Did on Our Summer Vacation
Bonnie Bell
October 27, 2016
We did something we never really intended to do. Out of the blue, the Oakland Symphony Board posed this question ...
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Election Reflection
James F. Bell
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 ...
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Qualified Charitable Distributions from IRAs
Bell Investment Advisors
October 13, 2016
If you are age 70 ½ or older and have money in an IRA account, you must, as you may ...
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Market Analysis – September 2016
Bell Investment Advisors
October 10, 2016
The decision by the Federal Reserve at their September meeting to not raise interest rates brought some sunshine to the ...
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Three Bulls-Eyes!
Bonnie Bell
October 10, 2016
I am always half-expecting a bulls-eye out of left field, meaning that one of my clients finds the perfect fit ...
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A New Savings Plan to Help the Disabled Attend College: 529A
Bell Investment Advisors
September 14, 2016
Millions of students will enroll in college this year, many using money from a 529 tax-advantaged savings plan to help ...
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Bell Investment Advisors Hosts Oakland Evening Event, “TELL ME SOMETHING GOOD: Discovering positive social impact in Oakland and in your investment portfolio”
Bell Investment Advisors
September 14, 2016
OAKLAND, Calif. September 8, 2016 /PR Newswire/ — Bell Investment Advisors has announced it will be hosting a special wine ...
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Life Lessons from the Olympics
Bonnie Bell
August 19, 2016
Watching the Olympics this year has been like gobbling down manna from heaven — something completely different — and something ...
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