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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

Flexibility Moves the Market Upwards

The U.S. stock market is celebrating its best start to a new year since 1987. Join Bell Investment Advisors for a webinar exploring what the Fed’s and the White House’s flexibility have done for the market, and why it matters.

Flexibility Around Interest Rates
Flexibility Around Inflation
Flexibility Around Trade Policy Negotiations
Jim Bell, CFP®, Founder, Chief Investment Officer

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

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.

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.

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