Our Blog

The view from here

  • All
  • Cutting Through the Noise
  • Client Spotlights
  • Updates & Announcements
  • Wealth Management

As Apple’s stock plunged, a billion-dollar wealth manager sent an email saying not to freak out. Here’s why he thinks the tech titan is set to explode higher.

As seen on Business Insider and SFGATE. As Apple plunged 30% late last year against a slew of bad headlines about China and iPhone demand, some of Jon Porter’s clients had concerns. Porter is the CEO of Three Bell Capital, a Los Altos, California firm that manages more than $1 billion for clients, mostly people in San…

Three Bell Capital Named 2018 Top Defined Contribution Advisory Firm by National Association of Plan Advisors

As seen on MarketWatch and Business Wire. Three Bell Capital (Three Bell), a Registered Investment Advisor headquartered in Silicon Valley, has been named as a 2018 Top Defined Contribution (DC) Advisory Firm by the National Association of Plan Advisors (NAPA). The NAPA Top DC Advisor List is an elite group of advisory firms with a demonstrated focus on,…

A Tale of Two Seasons

It Was the Best of Times, It Was the Worst of Times… With 2018 behind us, this edition of Cutting Through the Noise looks back on what drove positive asset performance through the first three quarters of the year, and conversely what collectively caused every major asset class except for high quality bonds (just barely),…

Don’t Fear the Flats…

Is a Recession Looming Ahead? Risks and Opportunities of a Flat Yield Curve Is the treasury bond yield curve sending a dangerous signal about the economy? How have stocks historically performed in similar bond market environments? Can the Fed balance growth, inflation and maintain its independence? Should you refinance your mortgage in the present interest…

MMMMMM… Trade Pie

Escalating Trade Tariffs and their Potential Impact on the Global Economic Pie Meeting Nelson Mandela in June 1995, during the Rugby World Cup in Johannesburg (aka Invictus), was one of the most memorable events of my life.   As an institutional mutual fund manager, I was on the other side of South Africa’s very first…

How About a BEER?

Let’s Tap A BEER To See If Stocks Are Over, Under, Or Fairly Valued “Interest rates and volatility are on the rise, as are investor jitters, so now is the perfect time to pop open the BEER analysis.” Lager, ale, IPA, steam, stout, or pilsner?  Nope, that’s not what we’re here to discuss.  This BEER…

Three Bell Client Spotlight Socks With Benefits: Andrew Ferenci, Comrad Socks Founder & CEO

FIRST WORLD SOCK PROBLEMS How many times have you opened your sock drawer in the morning and rummaged around for a favorite pair of socks, passing over the less desirable pairs?  Conversely, how many of you think your socks just plain suck and don’t even own a single pair you really like? Personally, mine always…

Andre Huaman of Three Bell Capital Named NAPA Congressional Delegate

LOS ALTOS, Calif.–(BUSINESS WIRE)– Andre Huaman, Partner at Three Bell Capital (Three Bell) and head of Three Bell’s Corporate Retirement Plan Division which manages approximately $1B in plan assets, has been selected as a delegate to the National Association of Plan Advisors’ (NAPA) DC Forum. The NAPA DC Forum is an invitation-only, exclusive gathering of the Nation’s leading…

Want to Invest in Cryptocurrencies?

Here’s What You Need to Know Cryptocurrency is the buzzword du jour for investors and technology enthusiasts alike.  Last month we gave an overview of cryptocurrencies and their foundational platform structure, the blockchain.  This month, Andre Huaman, Partner at Three Bell Capital, follows up our cryptocurrency primer with a detailed Q&A with cryptocurrency expert, Brayton…

Chain Reaction: Understanding Cryptocurrencies and Blockchain

By Jon Porter and Andre Huaman “The root problem with conventional currency is all the trust that’s required to make it work. The central bank must be trusted not to debase the currency, but the history of fiat currencies is full of breaches of that trust. Banks must be trusted to hold our money and…