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March 2010

Building Momentum Toward a Good Life


Presenters:
Jim Bell & Bonnie Bell

Start the New Year off with a fresh look at your personal and financial goals. Discover how integrating investment management, financial planning, and life coaching can lead to a fuller, more enriched life.

  • New Year: New Goals and Resolutions
  • A Unique Holistic Approach
  • Creating Momentum
  • How to Evaluate and Optimize

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Schwab Phishing Attempt Reported

Bell received notification from our custodian, Charles Schwab, of a text message-based phishing attempt imitating Schwab. The phishing attempt appears to have been sent to a random set of phone numbers, not necessarily clients of Schwab or Bell Investment Advisors. The phishing attempt was conveyed through text messages appearing to come from Schwab, but in …Read More

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