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Market Analysis

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The New Year Rally
February 5, 2020 The New Year Rally After a strong 2019, U.S. stocks initially rang in the New Year by gaining three …Read More

Video

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2020 Election Impact and an Update on the U.S. Economy
December 21, 2019

Publication

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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
Bell Investment Advisors, established in 1991, a privately-held, registered investment advisory firm located in Oakland, California in the San Francisco Bay Area, offers investment management, financial planning, and career/life coaching, all of which factor into Making a Good Life Happen® for their clients.

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