Our Blog

The view from here

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

THE WIZARD OF “OZ”: MITIGATING CAPITAL GAINS TAXES THRU OPPORTUNITY ZONES

Everyone remembers the beginning of The Wizard of Oz, when we watched Dorothy’s home destroyed by a massive tornado.  While we didn’t see the full aftermath of the devastation (after all it was a children’s movie), it was easy to surmise that Dorothy’s town was going to need some serious capital.    We then followed…

Three Bell Capital Named to 2019 Financial Times 300 Top Registered Investment Advisers

LOS ALTOS, Calif.–(BUSINESS WIRE)– Three Bell Capital (Three Bell) is pleased to announce it has been named to the 2019 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent firms from across the U.S. Firms were graded on six factors: assets under management (AUM); AUM growth rate; years in existence; advanced…

Smaller plans face a bigger burden for cybersecurity

Budgets not big enough for specialized staff, so plans rely on advisers  Link to original article on PI Online Cyberthefts from 401(k) plans are always distressing, but when they occur in smaller plans, the loss can be especially painful. Take Michael Francis’ $100 million plan sponsor client. Earlier this year, a cyberthief posing as one…

Three Bell Capital One of the First to Recognize the Power of Addepar—Again.

RIABiz reports that Three Bell and Iconiq were some of the first to recognize Addepar as immediately valuable (once again) to alternative investment tracking. Of course, as the platform’s #2 customer (behind founder Joe Lonsdale), not really news for us. RIABiz.com, a leading online journal covering the financial advice business, recently profiled the rebuilt relationship…

Fee disparity linked to size of defined contribution plans

Most smaller plans pay asset-based fee rather than per-participant rate Link to original article on PI Online Sponsors of small and midsize plans may be paying too much in fees, particularly if they’re being charged a percentage of total plan assets, according to industry experts. In 2017, participants in a defined contribution plan with fewer…

WOODSTOCK FOR CAPITALISTS

Reflections from a pilgrimage to Omaha…. Berkshire Hathaway, along with its iconic helmsman Warren Buffett, has long been revered as the quintessential all-weather value-based investment. Buffett, dubbed the “Oracle of Omaha,” has successfully navigated the financial markets for the last 4+ decades, solidly beating just about every benchmark index over every time period.  Berkshire Hathaway…

Hold On To Your Life Jacket

Monetary and Fiscal Policies Lean Toward Short Term Gain, but Longer Term Pain… Last summer my son and I participated in a group father/son fly fishing trip on the Deschutes River in Oregon. Don’t worry, this is not a story about who caught the biggest, the most or a cold. No, the trip splashed an…

Three Bell Client Spotlight: Live to Dye Another Day | Carl Sandler, Founder & CEO, True Sons

INTRODUCTION Here’s a universal question to the men and women reading this spotlight: How many times have you been out and about and seen a guy with the absolute worst dye job ever? The bad dye jobs usually take one of two equally embarrassing forms: either the guy looks like he just dipped his whole…

As Apple’s stock plunged, a billion-dollar wealth manager sent an email saying not to freak out.

As seen on Business Insider and SFGATE. Here’s why he thinks the tech titan is set to explode higher. 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…

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,…