Category: The Opening Bell
“What’s Bonnie Going to Do?!”
Bonnie Bell
January 31, 2019
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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“It Was the Best of Times, It Was the Worst of Times . . .”
James F. Bell
January 31, 2019
…So wrote Charles Dickens in his famous opening line of A Tale of Two Cities. Dickens wrote this novel in ...
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Do You Have a Bias Against International Small-Cap Stocks?
Forrest Bell, CFP®
October 25, 2018
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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California Taxpayers vs. the New Federal Tax Law
James F. Bell
October 25, 2018
On September 1, 2018, the California State Legislature adjourned without conforming the California State Income Tax to any part of ...
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Reaping the Harvest
Bonnie Bell
October 25, 2018
It seems like, every year, the very day after Labor Day I am ambushed by fall. While I am still ...
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American Consumers Get Great Deals from the Trade Deficit
James F. Bell
July 23, 2018
In 2017 investors benefited from an unusually non-volatile market with consistent growth, but 2018 has been notably less euphoric. So ...
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Homeowners Insurance
Forrest Bell, CFP®
July 23, 2018
On October 8, 2017, a fire began in Calistoga, California, that would kill 43 people and displace 100,000 others. Because ...
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How to Plan and Take a Vacation Even If You Are Unemployed
Bonnie Bell
July 23, 2018
Who doesn’t love a vacation? The mere word, which means “planned time spent not working,” along with other descriptors such ...
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What About Umbrella Insurance?
Forrest Bell, CFP®
April 19, 2018
What About Umbrella Insurance? Last month, the radio show Radiolab aired a story about the Benrath Senior Center in Dusseldorf, ...
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