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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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Business 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 […]

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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, […]

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Don’t Fear the Flats…

Is a Recession Looming Ahead? Risks and Opportunities of a Flat Yield Curve Is the treasury bond yield curve sending a dangerous signal about the economy? How have stocks historically performed in similar bond market environments? Can the Fed balance growth, inflation and maintain its independence? Should you refinance your mortgage in the present interest […]

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MMMMMM… Trade Pie

Escalating Trade Tariffs and their Potential Impact on the Global Economic Pie Meeting Nelson Mandela in June 1995, during the Rugby World Cup in Johannesburg (aka Invictus), was one of the most memorable events of my life.   As an institutional mutual fund manager, I was on the other side of South Africa’s very first […]

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