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Forrest Bell, CFP®
The Opening Bell

Knowledge Work: Finding and Funding a College Education

For more than a decade now, the US economy has shifted away from manufacturing and toward what the late business ...
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The Opening Bell

What We Did on Our Summer Vacation

We did something we never really intended to do. Out of the blue, the Oakland Symphony Board posed this question ...
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The Opening Bell

Election Reflection

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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Finance

Qualified Charitable Distributions from IRAs

If you are age 70 ½ or older and have money in an IRA account, you must, as you may ...
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FinanceMarket Analysis

Market Analysis – September 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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Career Coaching

Three Bulls-Eyes!

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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Finance

A New Savings Plan to Help the Disabled Attend College: 529A

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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BlogNews

Bell Investment Advisors Hosts Oakland Evening Event, “TELL ME SOMETHING GOOD: Discovering positive social impact in Oakland and in your investment portfolio”

OAKLAND, Calif. September 8, 2016 /PR Newswire/ — Bell Investment Advisors has announced it will be hosting a special wine ...
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Career Coaching

Life Lessons from the Olympics

Watching the Olympics this year has been like gobbling down manna from heaven — something completely different — and something ...
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