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Interest Rates, Tariffs, and Economic Growth

Investment Committee Update webinar
June 26, 2019, 2-2:30 PM (PDT)
Online

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

Market Analysis

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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

Publication

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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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