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The Right Question: Do you have the optimal investment allocation to complete your life plan successfully?
Join this half-hour webinar, for an exploration of the question and to get access to the latest thinking and discussion from recent Investment Committee meetings, including updates, analysis, and discussion of:
• Current market conditions
• Market valuation
• Leadership trends
• Our current allocation and strategy
Jim Bell, CFP®
President and Founder, Chief Investment Officer
Rohan Nayak, CFP®
Portfolio Manager, Investment Advisor
If you are a client and want to attend, call us at 1.800.700.0089.
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