Regarding Covid-19 Shelter-in-Place: Read More

In Loving Memory, Bonnie Jean Bonetti-Bell, 1945-2019
In Loving Memory
Bonnie Jean Bonetti-Bell
1945-2019
We have been proudly serving clients as a fee-only fiduciary since our founding in 1991.

Investment Management

We start by listening. We get to know you, who you are and what is important to you. From there, we analyze and design portfolios that are specific to your needs. We are proud to offer a broad inventory of investment strategies, and often use these in tandem...

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Financial Planning

It is not possible to accurately predict the future – which is why it is so important to plan as best you can. A financial plan is both a guide and a map that should be revisited over time to assess what is working and what is not...

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Career/Life Coaching

The questions of investing and financial planning are inherent in career development as well: What's working? What's not?
What’s next? We believe that your career should be considered one of your most important...

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Investing is Always Dynamic
April 6, 2020

The number of novel coronavirus infections and related deaths surged around the world in March. As reports …Read More


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This Month and a Look Back on the Decade
January 3, 2020

Now that 2019 has come to a close, it’s appropriate to consider what we can be grateful for. This month, …Read More


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Thoughts from Bonnie on Balance in Times of Stress
May 12, 2020

Originally Posted March 15, 2011 Back in 2011, the world was in a different form of crisis. The Japanese earthquake, tsunami, and subsequent nuclear …Read More


Market Analysis

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Stock Markets Assess the Future
May 8, 2020 For investors, April could not have been more different than March. As measured by the Russell …Read More

Video

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Webinar: Economic Recovery – When will it begin? What shape will it take?
May 28, 2020   Presenters: Forrest Bell, CFP®, President and Senior Investment Advisor Laurent Harrison, …Read More

Publication

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529 College Savings Plan Resources
November 1, 2019 529 Education Savings Plans are a meaningful topic for parents, grandparents, and anyone else who …Read More