Webinars

Everyone is welcome to view the webinars listed here.



Mid-Term Aftermath

December 21, 2018

Join us for our quarterly Investment Committee Update webinar as our presenters discuss timely …Read More

Are the Brightest Days Still Ahead? (Investment Committee Update)

October 3, 2018

As we mark the nation’s longest bull market on record, our presenters will discuss U.S. Earnings …Read More

Consequences of the New Tax Law on Charities and Estates What Nonprofits and Their Supporters Need to Know

September 12, 2018

While the new law impacts individuals and the …Read More

Is This as Good as It’s Going to Get?

June 27, 2018

Join us for our quarterly Investment Committee Update online webinar. …Read More

The Tariff Tantrum and The Trade Deficit

April 23, 2018

Tune in to Jim Bell, CFP®, President & Founder, Bell Investment Advisors, as he presents a …Read More

What’s Driving This Market Now? Don’t Fight the Fundamentals

March 28, 2018

Join us for our quarterly Investment Committee Update online webinar. …Read More

Why is the Market So Strong, and What Could Go Wrong?

January 19, 2018

Join us as we explore these questions in our half hour webinar to discuss topics like What does the …Read More

Retirement Spending: A Blueprint for Smart & Strategic Distributions

November 21, 2017

Use your investment accounts to create a monthly paycheck in retirement. Tailor your …Read More

President Trump: The First Sixty Days

April 5, 2017

A discussion of the Trump administration’s actions and policies that are relevant to investors …Read More

Year-End Review and 2017 Preview

January 24, 2017

The presenters review the market activity and the economic events of 2016, as well as preview what …Read More

SOCIAL IMPACT INVESTING: Promoting Positive Change Within Your Portfolio

September 28, 2016

In this half-hour webinar video learn how you can support the causes you care about and avoid …Read More

How Recent Social Security Changes May Affect You

March 30, 2016

You could qualify to receive considerably more money from Social Security …Read More

Year-End Review and 2016 Preview

December 16, 2015

This webinar reviews the market activity and the economic events of 2015 …Read More

FACING REALITY: The Public Pension System Crisis Offers a Teaching Moment for Individuals and Families Planning Retirement

October 21, 2015

  …Read More

Mind Over Money Matters: How Our Psychology Reduces Investment Returns

September 23, 2015

In this webinar, we will take a look at the …Read More

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Market Analysis

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“Stocks are falling. I’m buying them anyway.” – 12/4/18
December 5, 2018 The above is a quote from Jeff Sommers as the title of his 11/18/2018 “Strategies” column in …Read More

Video

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Mid-Term Aftermath
December 21, 2018 Join us for our quarterly Investment Committee Update webinar as our presenters discuss timely …Read More

Publication

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Do You Have a Bias Against International Small-Cap Stocks?
October 25, 2018 With the S&P 500 fully recovered from the correction earlier this year, and hovering near its …Read More

Latest News

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2019: Trade War, Trade Resolution and Interest Rates

Join us as we review 2018 and discuss what 2019 may have in store for investors: Does the poor end to 2018 mean better things for this year? How will politics and the Federal Reserve factor in? Will market volatility persist? Can the global economic slowdown reverse itself? Jim Bell, CFP®, Founder and Chief Investment …Read More

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