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2019 Threats and Opportunities

Join us as we review 2018 and discuss what 2019 may have in store for investors:
Does the poor end to 2018 mean better things for this year?
How will politics and the Federal Reserve factor in?
Will market volatility persist?
Can the global economic slowdown reverse itself?
Jim Bell, CFP®, Founder and Chief Investment Officer
Corinne Salera Bedford, CFP®, Portfolio Manager, Investment Advisor

“It Was the Best of Times, It Was the Worst of Times . . .”

…So wrote Charles Dickens in his famous opening line of A Tale of Two Cities. Dickens wrote this novel in part as a warning and as an encouragement to his fellow citizens of Great Britain not to devolve into indiscriminate mass murder and mob violence as he compared the relative safety and stability of London …Read More

Mid-Term Aftermath

Join us for our quarterly Investment Committee Update webinar as our presenters discuss timely topics related to the 2018 Mid-Term Elections.

Do You Have a Bias Against International Small-Cap Stocks?

With the S&P 500 fully recovered from the correction earlier this year, and hovering near its all-time high, the current bull market in U.S. large-cap stocks remains one of the longest in history. The reasons for this bull market are still in debate. Skeptics suggest the rise is a product of artificially low, government-suppressed interest …Read More

Are the Brightest Days Still Ahead? (Investment Committee Update)

As we mark the nation’s longest bull market on record, our presenters will discuss U.S. Earnings Growth, Consumer Confidence, Trade Disputes and Agreements, International Equities, and U.S. Monetary Policy and the Bond Market.

Homeowners Insurance

On October 8, 2017, a fire began in Calistoga, California, that would kill 43 people and displace 100,000 others. Because of the weather conditions, the fire moved fast. The following morning, I remember hearing that the fire had jumped the 101 freeway and engulfed the Fountaingrove Inn. By the time my first meeting of the day …Read More

American Consumers Get Great Deals from the Trade Deficit

In 2017 investors benefited from an unusually non-volatile market with consistent growth, but 2018 has been notably less euphoric. So what changed? In short, tariffs: these economic and political tools are the only force holding back the U.S. stock market in 2018. A tariff is a border tax imposed by a country on imported goods. …Read More

Is This as Good as It’s Going to Get?

Join us for our quarterly Investment Committee Update online webinar.

The Tariff Tantrum and The Trade Deficit

Tune in to Jim Bell, CFP®, President & Founder, Bell Investment Advisors, as he presents a half-hour online webinar, “The Tariff Tantrum and the Trade Deficit”.

Market Analysis

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The U.S. Economy Says “Yes”, But the Stock Market Says “No” – 1/4/19
January 18, 2019 2018 brought a remarkable divergence between U.S. economic data and U.S. stock market performance. …Read More

Video

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2019 Threats and Opportunities
February 14, 2019 Join us as we review 2018 and discuss what 2019 may have in store for investors: Does the poor end …Read More

Publication

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“It Was the Best of Times, It Was the Worst of Times . . .”
January 31, 2019 …So wrote Charles Dickens in his famous opening line of A Tale of Two Cities. Dickens wrote this …Read More

Latest News

2018 Schwab 1099 Availability

The 2018 tax season is now upon us, and with that comes tax documentation to assist you in filing your return. All official tax reporting information will come directly from Schwab. Please see below for timelines (varies by document type). 1099 – Paper Mailing For retirement accounts, you should have already received your Form 1099-R. …Read More

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