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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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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

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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

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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