Category: The Opening Bell
When Can I Quit My Job?
Financial Planning answers many significant life questions. For example: How much do I need to save for my daughter’s education? …
What Will Make Up the Content of Your Days During Retirement?
Depending on how close you are to your planned retirement date, the above question will be either frighteningly urgent, or …
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 …
Middle Retirement Planning
If you read financial planning textbooks, you might be left with the impression that people report to the financial planner’s …
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 …
Earthquake Insurance
Over the past two years, the number of homes destroyed by wildfires in California has prompted many homeowners to reconsider …
“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 …
“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 …
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 …