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Join us as we review 2018 and discuss what 2019 may have in store for investors:
Jim Bell, CFP®, Founder and Chief Investment Officer
Corinne Salera Bedford, CFP®, Portfolio Manager, Investment Advisor
Register at: bit.ly/2019trade
Bell received notification from our custodian, Charles Schwab, of a text message-based phishing attempt imitating Schwab. The phishing attempt appears to have been sent to a random set of phone numbers, not necessarily clients of Schwab or Bell Investment Advisors. The phishing attempt was conveyed through text messages appearing to come from Schwab, but in …Read More