News & Events

Sign up for our monthly Bell e-News.

To get the latest news and updates from us, please fill out the form and click "Subscribe" to receive our e-newsletter.

Is This as Good as It’s Going to Get?

Investment Committee Update webinar
June 27, 2018, 2 - 2:30 pm

Join us for our quarterly Investment Committee Update webinar. Presenters will focus on:

• Current abounding uncertainties:

– International trade wars and tariffs
– U.S. mid-term elections
– Labor shortage in the U.S.

• Economic strength and interest rates

• Tax cuts for U.S. consumers and business

• Solid U.S. corporate earnings growth

Jim Bell, CFP®, President and Founder
Corinne Salera Bedford, CFP®, Portfolio Manager, Investment Advisor

You may submit questions prior to the webinar, if you wish, at

Register at:

Market Analysis

White paper feature image
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 feature image
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


bellinvest publicaion
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