Three Bell Client Spotlight: The Right Minds in the Room | Aric Marshall, ronin
Three Bell takes a look at ronin, a new way for your company to have rare minds in the room at exactly the right time.
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Inflation’s UP and DOWN 2-step…
NO RETURN TO THE 1970’s….Inflation is likely to cycle UP and DOWN over the next year. In 1980, US inflation peaked at a bit over 14%, which pushed home mortgages to 18%. Let that sink in. While you’re at it, enjoy these flashbacks from circa 1980: Studio 54 was ramping up and closing down with […]
read moreEVERYTHING 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 […]
read moreThe 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 […]
read moreA 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, […]
read moreHow 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 […]
read moreCoronavirus 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 […]
read moreCoronavirus 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 […]
read moreHOW 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 […]
read moreTHE 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 […]
read moreThree 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 […]
read moreSmaller 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 […]
read moreThree 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 […]
read moreFee 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 […]
read moreWOODSTOCK 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 […]
read moreHold 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 […]
read moreThree 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 […]
read moreBusiness Insider: 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 […]
read moreThree 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, […]
read moreA 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), […]
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