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Webinars

April 2019

Flexibility Moves the Market Upwards


The U.S. stock market is celebrating its best start to a new year since 1987. Join Bell Investment Advisors for a webinar exploring what the Fed’s and the White House’s flexibility have done for the market, and why it matters.

  • Flexibility Around Interest Rates
  • Flexibility Around Inflation
  • Flexibility Around Trade Policy Negotiations

Jim Bell, CFP®, Founder, Chief Investment Officer

Market Analysis

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Market Analysis – October 2019
October 9, 2019 The Stock and Bond Markets This year continues to be a rewarding one for stock and bond investors …Read More

Video

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Publication

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Providing for Your Children and Others with a 529 Plan
August 26, 2019 The three biggest financial commitments that most people will make in their lifetimes are buying a …Read More

Latest News

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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