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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

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.

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”.

What’s Driving This Market Now? Don’t Fight the Fundamentals

Join us for our quarterly Investment Committee Update online webinar.

Why is the Market So Strong, and What Could Go Wrong?

Join us as we explore these questions in our half hour webinar to discuss topics like What does the tax bill mean for 2018..

Retirement Spending: A Blueprint for Smart & Strategic Distributions

Use your investment accounts to create a monthly paycheck in retirement.

Tailor your distributions to meet your needs before and after receiving Social Security.

Coordinate distributions to minimize taxes.

Avoid penalties, and ensure you satisfy your Minimum Required Distribution

President Trump: The First Sixty Days

A discussion of the Trump administration’s actions and policies that are relevant to investors and an exploration of the threats…

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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