Category: The Opening Bell
Cardi B is Very Upset About $7 Lettuce
James F. Bell
August 18, 2023
The difficult aspects of inflation occur when no practical substitutes exist. Reasonable consumers learn from their choices – which to keep and which to change.
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Making the Most of Your Employee Stock Plans
Heidi Crawford
December 13, 2022
A concentrated position means higher risk. That risk is magnified by the fact that your salary comes from the same source.
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What Does Walden Pond have to do with the Covid Pandemic?
James F. Bell
December 9, 2022
For many workers, like Thoreau, remote work created the time and space for deep reflection about what is essential for their happiness.
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Healthy, Creative Strategies for Gifting to Children
Bell Investment Advisors
December 9, 2022
You worked hard all your life, managed your money responsibly, and — lo and behold! — your efforts paid off. ...
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College Planning in the COVID Era
Forrest Bell, CFP®
May 26, 2021
Just like it’s done with so many aspects of life as we know it, the COVID-19 pandemic has brought sweeping ...
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Reflections on Mortality
James F. Bell
May 26, 2021
How do you mark time? We have clocks and calendars, birthdays and graduations, weddings and anniversaries, Holy Days and holidays, ...
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Prop 19: What Homeowners and their Children Need to Know
Forrest Bell, CFP®
May 26, 2021
This past November, California voters approved Proposition 19, The Home Protection for Seniors, Severely Disabled, Families, and Victims of Wildfire ...
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Your Estate Plan in the Wake of the SECURE Act
Forrest Bell, CFP®
December 18, 2020
The SECURE Act of December 2019 was intended to give Americans a better shot at retirement security. But retirees whose ...
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A Year of Grieving, Loving, and Persisting
James F. Bell
December 18, 2020
The team at Bell tells me that many of you as clients and friends often ask after me and want ...
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