Category: Blog
Convert Your Thinking on Roth Conversions
In 2010, the law that imposed income limits on Roth conversions was changed so that anyone, regardless of income, could ...
Read More →
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 ...
Read More →
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 ...
Read More →
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 ...
Read More →
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 ...
Read More →
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 ...
Read More →
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 ...
Read More →
Bell Investment Advisors Announces First Annual Youth-in-the-Arts Grant
OAKLAND, CA. June 20, 2012 – Bell Investment Advisors today announced the firm will award an annual grant of $5000 ...
Read More →
The Ages and Stages of Life – Part II
I am in Texas for a couple of universal age-related-stage-of-life type things: my nephew Mark’s oldest son, Cody, is graduating ...
Read More →