Resource Center



Part I

Part II

Part III

We are currently conducting a survey.

We value your feedback and would appreciate if you took a few moments to respond to some questions
about the video.

Click here to take survey.

March 2010

Building Momentum Toward a Good Life

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

Market Analysis

White paper feature image
The New Year Rally
February 5, 2020 The New Year Rally After a strong 2019, U.S. stocks initially rang in the New Year by gaining three …Read More


bellinvest publicaion
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