Category: Blog

BlogNews

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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Career Coaching

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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BlogNews

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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BlogNews

Bell Adds Additional Identity Protection for Clients

Identity repair available to Bell clients since 2014 Increasingly we hear stories and see headlines of data system breaches, identity ...
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Finance

Identity Security

As you no doubt know, the credit reporting agency Equifax recently reported a major cyber security breach. The hack exposed ...
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BlogNews

Forrest Bell, CFP® Quoted in Article About Bay Area Housing Crisis

Home Truths: The Hidden Reason Behind Berkeley’s Housing Crisis Bay Area housing is always a lively topic, and once again ...
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BlogNews

Positive Leadership and Innovation Training at U.C. Berkeley

Two of our long-time staff Certified Financial Planner™ professionals, Laurent Harrison, CFP®, and Dana Nelson, CFP® graduated from the Certified ...
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FinanceMarket Analysis

Market Analysis – September 2017

September Surprise! On average, September is the worst month of the year for stock market performance. Going back to 1950, ...
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FinanceMarket Analysis

Market Analysis – August 2017

It is impossible to effectively time your investments based on the prospects for wars and government policies. Timing is almost ...
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