Resource Center

Webinars

February 2019

2019 Threats and Opportunities


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

Market Analysis

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May Market Commentary
June 3, 2020 In May, optimism related to the gradual reopening of the US economy persisted. After some initial …Read More

Video

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Webinar: Economic Recovery – When will it begin? What shape will it take?
May 28, 2020   Presenters: Forrest Bell, CFP®, President and Senior Investment Advisor Laurent Harrison, …Read More

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