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.

June 2014

Is Your 401(k) Plan Right for You?

Download the Podcast


Presenters:
Laurent Harrison, CFP®
Investment Advisor, Financial Planner
Rohan Nayak, CFP®
Relationship Manager, Financial Planner

What are the questions you should be asking about your 401(k)? We’ll cover not only the basics; we’ll focus on significant 401(k) concerns and their importance at various life stages—early years, main accumulating years, and getting-ready-for-retirement years. These are considerations such as cost, investment flexibility, percent being saved, rollover options, and the priority of a 401(k) in your savings plan.

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