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.

SOCIAL IMPACT INVESTING: Promoting positive change within your portfolio

Webinar
September 28, 2016 at 2 pm
online

Presenters:

Heidi Stoltz, Investment Advisor
Corinne Salera, Investment Advisor, Portfolio Manager

In this free half-hour online webinar:

  • Learn how to support the causes you care about and how you can avoid controversial industries.
  • Break down the myth of underperformance — you don’t have to sacrifice return to invest in your values.
  • Hear about the impact social funds are making in gender equality, environmental protection, small business development, and affordable housing.

Click here to register: http://bit.ly/2cs6O9H

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