Webinars

October 2019

How Likely is a U.S. Recession?

Join President and Senior Investment Advisor Forrest Bell, CFP® as well as Portfolio Manager Ryan Kelley, CFA® for 2019’s Third Quarter Investment Committee Webinar: “How Likely is a U.S. Recession?”

In this webinar, Forrest and Ryan discuss:

What is the definition of a recession?
How do recessions occur?
What does the current economic data suggest?
How does the stock market respond to a recession?

Presented by:

Forrest Bell, CFP® — President, Senior Investment Advisor
Ryan Kelley, CFA® — Portfolio Manager

Presentation slides are available upon request. Contact info@bellinvest.com

Market Analysis

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

How Likely is a U.S. Recession?
October 7, 2019 …Read More

Publication

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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Bell Investment Advisors, established in 1991, a privately-held, registered investment advisory firm located in Oakland, California in the San Francisco Bay Area, offers investment management, financial planning, and career/life coaching, all of which factor into Making a Good Life Happen® for their clients.

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