Resource Center

Webinars

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.

January 2015

How to Make Your Life Work Financially

Download the Podcast


Presenters:
Jim Bell, CFP®
President and Founder
Corinne Salera
Investment Advisor

Presentation highlights:

  1. You can maximize cash flow while minimizing risk.
  2. Making your life work financially is not a contest with your neighbor, your sister-in-law, or your boss.
  3. Financial Planning determines your probability of financial success, i.e. you do not run out of money.
  4. Financial Planning determines the required rate of return on your assets and your optimal low risk portfolio strategy.
  5. Retirees need cash flow not income. (Do you know the difference?)

Market Analysis

White paper feature image
A Mixed Month in the Market
July 6, 2020 A Mixed Month in the Market After surging over 6% in the first week of June on the back of a …Read More

Video

video feature image
Webinar: Economic Recovery – How Might 2020 End?
July 22, 2020 Presenters: Laurent Harrison, CFP®, Senior Investment Advisor and Financial Planner Ryan Kelley, …Read More

Publication

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