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2019: Trade War, Trade Resolution and Interest Rates

Webinar
January 30, 2019 2-2:30 pm
Online

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

Market Analysis

Best Quarter for U.S. Stocks Since 2009
April 5, 2019 The breadth of the U.S. stock market gain in the first quarter of 2019 caused all sectors of the …Read More

Video

Interest Rates, Tariffs, and Economic Growth
July 5, 2019

Publication

Middle Retirement Planning
April 17, 2019 If you read financial planning textbooks, you might be left with the impression that people report …Read More

Latest News

Schwab Phishing Attempt Reported

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

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Bell Investment Advisors, established in 1991, a privately-held, registered investment advisory firm located in Oakland, California in the San Francisco Bay Area, offers investment management, financial planning, and career/life coaching, all of which factor into Making a Good Life Happen® for their clients.