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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Economic Resilience Conquers All
October 3, 2018 Despite all the news that could be so distracting, investors are focusing on U.S. economic strength …Read More

Publication

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Homeowners Insurance
July 23, 2018 On October 8, 2017, a fire began in Calistoga, California, that would kill 43 people and displace …Read More

Latest News

Ramsay Leimenstoll Quoted on Emergency Funds

Ramsay Leimenstoll, Bell’s paraplanner on the Financial Planning team, was recently consulted, along with other financial experts from around the country, on the topic of personal and family emergency funds. The result is an edifying blog post, “How Much Should I Put into My Emergency Fund?” on the website of Earnest, a loan provider/refinancer. Ms. …Read More

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