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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

May Market Commentary
June 3, 2020 In May, optimism related to the gradual reopening of the US economy persisted. After some initial …Read More

Video

Webinar: Economic Recovery – When will it begin? What shape will it take?
May 28, 2020 Presenters: Forrest Bell, CFP®, President and Senior Investment Advisor Laurent Harrison, …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.