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EVERYTHING IS RELATIVE

We all remember Albert Einstein’s theory of relativity, made famous by his E=mc2 equation. Interestingly, Einstein’s theory of relativity had two distinct parts: 1) the theory of special relativity, which held that the laws of physics impacted all things equally regardless of perspective, and 2) the broader theory of general relativity which indicated that those…

The Election, Economy, and Market – Here We Go 2021

Without question, this has been one of the closest and most contentious Presidential elections in our Nation’s history, and with the country already embroiled in a deep Covid-induced recession, we wanted to take a moment to recap what has transpired thus far, where we are now, and our present views on the capital markets moving…

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…