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.

How Recent Social Security Changes May Affect You

Webinar
March 30 at 2 - 2:30 pm
Online

You could qualify to receive considerably more money from Social Security than expected. Attend this short webinar to find out what benefits Congress recently voted to end and who may, nevertheless, still be eligible to receive them — if action is taken before upcoming deadlines.

Presenters:
Rohan Nayak, CFP®, Investment Advisor, Financial Planner
Paul Rubin, Paraplanner

To register, click here.

Market Analysis

White paper feature image
Global Markets in July
August 4, 2020 Global Markets in July As July came to a close, the major categories of equities generated some …Read More

Video

video feature image
Webinar: Economic Recovery – How Might 2020 End?
July 22, 2020 Presenters: Laurent Harrison, CFP®, Senior Investment Advisor and Financial Planner Ryan Kelley, …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