Resource Center

Webinars

October 2018

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


As we mark the nation’s longest bull market on record, our presenters will discuss:

  • U.S. Earnings Growth
  • Consumer Confidence
  • Trade Disputes and Agreements
  • International Equities
  • U.S. Monetary Policy and the Bond Market

Jim Bell, CFP®, Founder, Chief Investment Officer

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

Market Analysis

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A Mixed Month in the Market
July 6, 2020 After surging over 6% in the first week of June on the back of a positive unemployment report, the …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