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.

Mar. 28, 2018 – What’s Driving This Market Now? Don’t Fight the Fundamentals

Investment Committee Update Webinar
March 28, 2018, 2 - 2:30 pm
Online! Register at bit.ly/BellMarketDriving

Join us for our quarterly Investment Committee Update online webinar.

The stock market always brings these factors back into focus:

  • the earnings growth rate
  • leading economic indicators
  • the daily advance/decline line

The webinar will illuminate why these fundamentals ultimately drive the stock market.
Additional topics will include a discussion of the “Trump factor”.

Jim Bell, CFP®, President & Founder

Corinne Salera Bedford, CFP®, Portfolio Manager, Investment Advisor

New! You are invited to submit questions prior to the webinar at info@bellinvest.com.

Register at:  bit.ly/BellMarketDriving

Market Analysis

White paper feature image
Best Quarter for U.S. Stocks Since 2009
April 5, 2019 The breadth of the U.S. stock market gain in the first quarter of 2019 caused all sectors of the …Read More

Video

video feature image
Flexibility Moves the Market Upwards
April 8, 2019 The U.S. stock market is celebrating its best start to a new year since 1987. Join Bell Investment …Read More

Publication

bellinvest publicaion
Middle Retirement Planning
April 17, 2019 If you read financial planning textbooks, you might be left with the impression that people report …Read More

Latest News

2018 Schwab 1099 Availability

The 2018 tax season is now upon us, and with that comes tax documentation to assist you in filing your return. All official tax reporting information will come directly from Schwab. Please see below for timelines (varies by document type). 1099 – Paper Mailing For retirement accounts, you should have already received your Form 1099-R. …Read More

Latest Tweet

Connect With Us

bellinvest 20 year