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.

Webinar: Economic Recovery – When will it begin? What shape will it take?

Webinar
May 20th from 2 – 2:45 PM
Online

Investment Committee Webinar

Wednesday, May 20, 2 – 2:45 PM

As we help our clients navigate the financial impact of the COVID-19 crisis, certain questions consistently rise to the surface of our conversations: How does Bell view the current market environment? When will a sustained recovery start and how might it look? Join President Forrest Bell, Senior Investment Advisor Laurent Harrison, and Portfolio Manager Ryan Kelley for our next Investment Committee webinar where we will address these questions. The webinar will cover:
  • An introduction by President Forrest Bell, CFP®
  • Recapping 2020’s Volatility – Where We Stand Now
  • V-, L-, or U-Shaped? Three Possible Market Recovery Scenarios
  • What to Do in Volatile Financial Markets
  • Portfolio Risk – How much is too much?

Unable to attend the live webinar? Register below. All registrants will be sent a link to a recording of the presentation.

Register at: https://bit.ly/EconomicRecover

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