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Flexibility Moves the Market Upwards

Investment Committee Update webinar
March 27, 2019, 2-2:30 pm
Online

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
Laurent Harrison, CFP®, Senior Investment Advisor, Financial Planner

Market Analysis

Global Markets in July
August 4, 2020 Global Markets in July As July came to a close, the major categories of equities generated some …Read More

Video

Webinar: Economic Recovery – How Might 2020 End?
July 22, 2020 Presenters: Laurent Harrison, CFP®, Senior Investment Advisor and Financial Planner Ryan Kelley, …Read More

Publication

529 College Savings Plan Resources
November 1, 2019 529 Education Savings Plans are a meaningful topic for parents, grandparents, and anyone else who …Read More

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.