Resource Center

Webinars

January 2018

Why is the Market So Strong, and What Could Go Wrong?


Join us as we explore these questions in our half hour webinar:

  • What does the tax bill mean for 2018?
  • What impact will Federal Reserve policy and the new Fed Chair have on the bond market?
  • International equities are back in favor; will the rally continue?
  • Can the low volatility environment we saw in 2017 persist?

Jim Bell, CFP®, Founder and President
Corinne Salera Bedford, CFP®, Portfolio Manager, Investment Advisor

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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