Jim Bell, CFP®
President and Founder
Rohan Nayak, CFP®
Portfolio Manager, Investment Advisor
A discussion of the Trump administration’s actions and policies that are relevant to investors and an exploration of the threats and opportunities that could follow.
In my 35 years as a Financial Advisor, I have never seen a U.S. President capture so much attention ...
A discussion of the Trump administration’s actions and policies that are relevant to investors and
With all of the political drama and turmoil in Washington, it is a good counterpoint that America, E...
For two Saturdays every April for the last six years, Bell staff with family and friends and in conjunction with staff from the law firm Wendel Rosen Black & Dean LLP, have volunteered for a labor of love — providing home repair and landscape cleanup for a stressed home in the community. This support is […]