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.

Mid-Term Aftermath

Investment Committee Update webinar
December 19, 2018 2 -2:30 pm
Online

Join us for our quarterly Investment Committee Update webinar as our presenters discuss these timely topics:

  • Divided Government
  • Stability of Tax and Deregulation Policies
  • China Slowdown and Trade War
  • Corporate Earnings
  • Economic Strength
  • Fed Policy
  • 2019 Outlook

Jim Bell, CFP®, Founder, Chief Investment Officer
Corinne Salera Bedford, CFP®, Portfolio Manager, Investment Advisor

Register at: bit.ly/aftermth

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

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

Publication

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