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Jim Bell, CFP®
President & Founder, Chief Investment Officer
Laurent Harrison, CFP®
Senior Investment Advisor, Financial Planner
In this half-hour webinar, get access to the latest thinking and discussion from our April 2016 Investment Committee meeting — including updates, analysis, and discussion of current market conditions, market valuation, leadership trends, and our current allocation and strategy.
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