Archives

Webinar: 2020 Election Impact – What Investors Should Know

Presenters: Laurent Harrison, CFP®, Senior Investment Advisor and Financial Planner Ryan Kelley, CFA®, Portfolio Manager   The transcript below has been edited for clarity:   2020 Election Update: What Investors Should Know Webinar 10/22/20   Slide 1: 2020 Election Impact: What Investors Should Know 0:00 Laurent: Good afternoon, and welcome to Bell Investment Advisors’ “2020 …Read More

Webinar: Economic Recovery – How Might 2020 End?

Presenters: Laurent Harrison, CFP®, Senior Investment Advisor and Financial Planner Ryan Kelley, CFA®, Portfolio Manager   The transcript below has been edited for clarity: Economic Recovery: How Might 2020 End? Webinar 7/22/20   Slide 1: Economic Recovery: How Might 2020 End? Laurent: Hello! And welcome to our second webinar of 2020, and thank you for …Read More

Webinar: Economic Recovery – When will it begin? What shape will it take?

  Presenters: Forrest Bell, CFP®, President and Senior Investment Advisor Laurent Harrison, CFP®, Senior Investment Advisor Ryan Kelley, CFA®, Portfolio Manager   Webinar Transcript [edited for clarity]: Forrest: Hi! I’m Forrest, President and Senior Investment Advisor of Bell Investment Advisors. I want to welcome you today to this webinar presentation, “Economic Recovery: When Will It …Read More

529 College Savings Plan Resources

529 Education Savings Plans are a meaningful topic for parents, grandparents, and anyone else who wants to help a student they know with the cost of higher education. To help you learn more about these accounts and the tax-advantaged savings opportunity they provide, we have gathered the free resources below: Two-Page PDF: 529 College Savings …Read More

What Will Make Up the Content of Your Days During Retirement?

Depending on how close you are to your planned retirement date, the above question will be either frighteningly urgent, or so far in the distance that you won’t be able to focus on it for any length of time at all. But what I have noticed most about this question now that I am in …Read More

When Can I Quit My Job?

Financial Planning answers many significant life questions. For example: How much do I need to save for my daughter’s education? Can I afford to buy a home? When can I retire? In my 27 years as a Certified Financial Planner™ (CFP®), the answers to those questions and others produce highly emotional and strategic impacts. Knowing …Read More

Providing for Your Children and Others with a 529 Plan

The three biggest financial commitments that most people will make in their lifetimes are buying a home, raising children, and retiring. Of the three, the cost of raising children might be the most surprising. While the cost of a home is easily found on websites such as Zillow.com, the cost of raising children is hidden …Read More

Market Analysis

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“There Are Better Things Ahead Than Any We Leave Behind”
January 6, 2021

As December came to a close, the global equity markets added several percentage points to their …Read More


Video

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Webinar: 2020 Election Impact – What Investors Should Know
October 22, 2020 Presenters: Laurent Harrison, CFP®, Senior Investment Advisor and Financial Planner Ryan Kelley, …Read More

Career/Life Coaching Blog

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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 …Read More