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Webinars

December 2018

Mid-Term Aftermath


Join us for our quarterly Investment Committee Update webinar as our presenters discuss these timely topics:

  • Divided Government
  • Stability of Tax and Deregulation Policies
  • China Slowdown and Trade War
  • Corporate Earnings
  • Economic Strength
  • Fed Policy
  • 2019 Outlook

Jim Bell,CFP®, Founder, Chief Investment Officer
Corinne Salera Bedford,CFP®, Portfolio Manager, Investment Advisor

Market Analysis

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Publication

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Middle Retirement Planning
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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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