Category: The Opening Bell
Even Cardi B was Upset about Inflation This Year
James F. Bell
December 27, 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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President Forrest Bell’s Letter on Kindness & Gratitude for 2023
Forrest Bell, CFP®
December 27, 2023
For Thanksgiving this year, my wife, Rose Lynn, and I drove down to Los Angeles with our two girls to ...
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Receiving an Inheritance
Bell Investment Advisors
December 27, 2023
At some point in your life, you may find yourself the recipient of an inheritance from a departed loved-one. While ...
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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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