News & Events

Sign up for our monthly Bell e-News.

To get the latest news and updates from us, please fill out the form and click "Subscribe" to receive our e-newsletter.

Are the Brightest Days Still Ahead?

Investment Committee Update webinar
September 26, 2018, 2 – 2:30 pm
online

Join us for our quarterly Investment Committee Update webinar.

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
  • U.S. Monetary Policy and the Bond Market

Jim Bell, CFP®, Founder, Chief Investment Officer
Corinne Salera Bedford, CFP®, Portfolio Manager, Investment Advisor

Register at bit.ly/britedays

Market Analysis

White paper feature image
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

video feature image
Flexibility Moves the Market Upwards
April 8, 2019 The U.S. stock market is celebrating its best start to a new year since 1987. Join Bell Investment …Read More

Publication

bellinvest publicaion
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

Latest Tweet

Connect With Us

bellinvest 20 year