Category: The Opening Bell

The Opening Bell

Providing for Your Children and Others with a 529 Plan

The three biggest financial commitments that most people will make in their lifetimes are buying a home, raising children, and …

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The Opening Bell

Middle Retirement Planning

If you read financial planning textbooks, you might be left with the impression that people report to the financial planner’s …

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The Opening Bell

What is a “Normal” Interest Rate, and Why Does it Matter?

At a 2010 lecture discussing the financial crisis of 2007-2009 – Navigating the New Normal in Industrialized Countries – Mohamed …

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The Opening Bell

Earthquake Insurance

Over the past two years, the number of homes destroyed by wildfires in California has prompted many homeowners to reconsider …

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The Opening Bell

“What’s Bonnie Going to Do?!”

Ever since Jim’s Succession Letter went out last month announcing that Forrest has become President of Bell Investment Advisors, people …

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The Opening Bell

“It Was the Best of Times, It Was the Worst of Times . . .”

…So wrote Charles Dickens in his famous opening line of A Tale of Two Cities. Dickens wrote this novel in …

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The Opening Bell

Do You Have a Bias Against International Small-Cap Stocks?

With the S&P 500 fully recovered from the correction earlier this year, and hovering near its all-time high, the current …

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The Opening Bell

California Taxpayers vs. the New Federal Tax Law

On September 1, 2018, the California State Legislature adjourned without conforming the California State Income Tax to any part of …

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The Opening Bell

Reaping the Harvest

It seems like, every year, the very day after Labor Day I am ambushed by fall. While I am still …

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