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A RANDOM WALK THROUGH A GLOBAL PANDEMIC (a six minute read)

Hello Everyone, We hope you had a Happy Easter weekend, and are all safe, healthy, and finding new ways to stay sane and entertained. Now, more than ever, we are all in this together. I used the three day pause in the markets to catch my breath and ponder  the events leading to this point,…

How and When to Deploy into Equities

Good Afternoon Clients, Colleagues and Friends, I hope this letter finds you and your loved ones safe, healthy, and sane in these challenging times. As we all deal with the impact of this coronavirus, we see the markets react with extreme volatility.  Many of you have inquired about the best timing and method to take…

Coronavirus Client Update

Good Afternoon Clients, Colleagues and Friends, This morning the World Health Organization officially declared COVID-19 a global pandemic, as the coronavirus continues to spread throughout the world and the death toll mounts. Our last Client Update issued about a week ago, focused on the fear associated with the spread of the virus, the impact that…

Coronavirus Client Update

CORONAVIRUS UPDATE 3/2/20 Good Afternoon Clients, Colleagues and Friends, As you are no doubt aware, last week was one of the worst weeks in the stock market’s history with the S&P 500 falling -11%, representing the largest one week drop since the global financial crisis in 2008. Today, Monday, the S&P rallied approximately 4.3% by market…

HOW LOW CAN YOU GO?

Global Interest Rates Are at All-Time Lows.Here are Ten Reasons You Should Care. Interest rates around the world are so low, it is as if they are playing limbo with gophers who can go subterranean, or in this case negative. Is that a good, bad, or just a strange thing? We will look at all…

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…