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Please join our Founder & Chief Investment Officer Jim Bell, CFP® alongside our newest team member, Portfolio Manager Ryan Kelley, CFA, for our Second Quarter Investment Committee Update Webinar.
Jim & Ryan will discuss current market questions with a spotlight on interest rates, tariffs & growth trends.
Register at: http://bit.ly/ICUpdateJune2019
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