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

White paper feature image
The U.S. Economy Says “Yes”, But the Stock Market Says “No” – 1/4/19
January 18, 2019 2018 brought a remarkable divergence between U.S. economic data and U.S. stock market performance. …Read More

Video

video feature image
2019 Threats and Opportunities
February 14, 2019 Join us as we review 2018 and discuss what 2019 may have in store for investors: Does the poor end …Read More

Publication

bellinvest publicaion
“It Was the Best of Times, It Was the Worst of Times . . .”
January 31, 2019 …So wrote Charles Dickens in his famous opening line of A Tale of Two Cities. Dickens wrote this …Read More

Latest News

2018 Schwab 1099 Availability

The 2018 tax season is now upon us, and with that comes tax documentation to assist you in filing your return. All official tax reporting information will come directly from Schwab. Please see below for timelines (varies by document type). 1099 – Paper Mailing For retirement accounts, you should have already received your Form 1099-R. …Read More

Latest Tweet

Connect With Us

bellinvest 20 year