Category: Blog
Does This Market Have a Reason to Go Down?
The operative word above is reason, which frames the question in a rational context. We all know that investors and ...
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What’s Your Next Step?
I frequently find myself reminding people that “career” is not a noun; it’s a verb. We evolve, the marketplace evolves, ...
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Heidi Stoltz to Present at Oakland’s YWCA Young Women & Money Conference, 12/9
You may know a young woman, 18 – 30, who could benefit from attending the YWCA’s tenth annual Young Women ...
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Bell Staffer Volunteers at Financial Planning Day
Recognizing the value of financial planning for all, Bell Paraplanner Ramsay Leimenstoll served as a logistics volunteer on Saturday, October ...
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2017 End-of-Year Actions to Enhance Your Retirement Savings
Making contributions to your retirement accounts is guaranteed to strengthen your financial and retirement plan. This year December 31 is ...
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Don’t Be Afraid of a Market Pull Back
Don’t be afraid of a market pull back. This October 19 marked the 30-year anniversary of the great crash of ...
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Candlelight Concerts Expected to Delight
The Candlelight Concerts at First Congregational Church in Berkeley, December 2, 2017 and on the Old First Concert Series in ...
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Interview Preparation
Many years ago I found myself racing from my then home in El Cerrito to the San Rafael Bridge, on ...
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Charitable Giving During the Retirement Years: A “Choirside” Lecture
The Piedmont East Bay Children’s Choir is hosting a presentation on October 28 by Jim Bell, CFP®, President and Founder ...
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