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The Opening Bell

The Evolving Stages of Life

Chances are that when you were studying the developmental stages of life in sociology or psychology, there were essentially four: ...
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The Opening Bell

The True Value of Compromise: Simpson-Bowles

For the past eight years, Bonnie and I have been very grateful to be invited to the annual Schwab EXPLORE ...
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The Opening Bell

Investing Lessons from the Happiest Place on Earth

Having survived a week-long road trip to Disneyland a few weeks ago with my two young kids—ages “almost six” and ...
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Career Coaching

The Ages and Stages of Life – Part III

Despite the fact that I said I would keep you updated as the week went on with my sister Susan ...
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Finance

Applying for Social Security: The Importance of Timing

Social Security is the only widely available source of income that provides the following combination of financial protections: 1) inflation-fighting ...
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Finance

The United States of Europe

Since the end of World War II, the nations of Europe have been evolving toward unity. The most dramatic manifestation ...
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BlogNews

The Bells Speak on “Integrating the Career Conversation into the Financial Planning Process” at the May 2012 National Financial Planning Conference

Jim Bell, CFP®, Founder/President of Bell Investment Advisors in Oakland, California, and Bonnie Bell, MA, M.Div., Principal of the firm ...
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White Papers

Employee Engagement: The Key to Growth, Creativity, and Customer Satisfaction

Introduction by Jim Bell, CFP®, President and Founder, Bell Investment Advisors Business owners, managers, and supervisors all need to have ...
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Finance

The Cost of Market Timing

The quote below from The Social Animal by David Brooks reiterates why we do not support market timing, even in the current ...
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