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