Category: The Opening Bell

The Opening Bell

Making the Most of Your Employee Stock Plans

A concentrated position means higher risk. That risk is magnified by the fact that your salary comes from the same source.

Read More →
The Opening Bell

What Does Walden Pond have to do with the Covid Pandemic?

For many workers, like Thoreau, remote work created the time and space for deep reflection about what is essential for their happiness.

Read More →
The Opening Bell

Healthy, Creative Strategies for Gifting to Children

You worked hard all your life, managed your money responsibly, and — lo and behold! — your efforts paid off. …

Read More →
The Opening Bell

College Planning in the COVID Era

Just like it’s done with so many aspects of life as we know it, the COVID-19 pandemic has brought sweeping …

Read More →
The Opening Bell

Reflections on Mortality

How do you mark time? We have clocks and calendars, birthdays and graduations, weddings and anniversaries, Holy Days and holidays, …

Read More →
The Opening Bell

Prop 19: What Homeowners and their Children Need to Know

This past November, California voters approved Proposition 19, The Home Protection for Seniors, Severely Disabled, Families, and Victims of Wildfire …

Read More →
The Opening Bell

Your Estate Plan in the Wake of the SECURE Act

The SECURE Act of December 2019 was intended to give Americans a better shot at retirement security. But retirees whose …

Read More →
The Opening Bell

A Year of Grieving, Loving, and Persisting

The team at Bell tells me that many of you as clients and friends often ask after me and want …

Read More →
The Opening Bell

An Expert Who Listens to Your Values

In Being Mortal, an immensely compassionate book about the final phase of life, Atul Gawande writes about his father. A …

Read More →
Scroll to Top