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 […]
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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 […]
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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 […]
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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 […]
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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 […]
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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 […]
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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 […]
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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 […]
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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 […]
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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, […]
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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 […]
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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 […]
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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 […]
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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 […]
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A letter from the CEO: Happy New Year! As we officially kick off 2018, I wanted to share some very exciting news about Three Bell Capital. Thanks to our dedicated team, loyal clients, and innovative partners, Three Bell Capital was recently named the #1 Emerging Wealth Management Firm in the U.S. by RIA Channel on […]
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By: Will Martin Senior Managing Director and Investment Strategist With both stock and bond markets priced for perfection, it is time to look for asset classes that can provide true diversification to lower risk and increase returns. Introduction Apple, Inc. taught us the power and promise available through embracing change, if we only learn to […]
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By: Will Martin Senior Managing Director And Investment Strategist Active investing is under siege by a proliferation of passive investments. Must there be only one winner in this fight? In last month’s edition of Cutting Through the Noise, we took a good look under the hood of passive investment vehicles, and concluded that, while they […]
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Learn About Active vs. Passive Investment Vehicles Here. By: Will Martin, CFA Senior Managing Director & Investment Strategist at Three Bell Capital Although index and exchange-traded funds (“ETF’s”) have been around for 25+ years, money has absolutely poured into these investment vehicles (and conversely out of actively-managed funds) in the nine years following the 2008 […]
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By: Will Martin, CFA Senior Managing Director & Investment Strategist at Three Bell Capital Just as Bob Dylan grappled with life’s great questions in his 1963 hit “Blowin’ in the Wind”, we at Three Bell are asking ourselves some of the market’s big questions. For example, how many times can the prevailing winds shift before […]
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Its Kryptonite is Acrophobia… PART 3 of 3 – Current Market Valuation By: Will Martin, CFA Senior Managing Director & Investment Strategist at Three Bell Capital Hand me my CAPE, Lois…it is time to help serious investors build reliable expectations! In Part 1, we learned why the CAPE (Cyclically Adjusted Price – Earnings) model is […]
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