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The Bell Investment Advisors Investment Committee had the great privilege on July 11, 2018 to be visited by the distinguished John B. Emerson, American diplomat, lawyer, and former U.S. Ambassador to Germany, who was appointed by President Obama to serve on his Advisory Committee for Trade Policy and Negotiations. He currently works in global distribution as vice chairman of Capital Group International, Inc. and has 17 years of industry experience, all with Capital Group.
Mr. Emerson addressed the committee on the current administration’s economic policies. He is pictured here after the meeting with Jim Bell, CFP®, Founder and Chief Investment Officer at Bell Investment Advisors.
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