Resource Center

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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A Mixed Month in the Market
July 6, 2020 After surging over 6% in the first week of June on the back of a positive unemployment report, the …Read More

Video

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Webinar: Economic Recovery – When will it begin? What shape will it take?
May 28, 2020   Presenters: Forrest Bell, CFP®, President and Senior Investment Advisor Laurent Harrison, …Read More

Publication

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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