Matthew King, CFA
Chief Investment Officer, Managing Director
Rohan Nayak, CFP®
In this webinar, we take a look at the overwhelming evidence that suggests our psychological make-up and behavioral conditioning severely affect the returns we earn on our investments — and not in a positive way! We will explore the reasons why we can often be our own worst enemy when it comes to making money. And we will offer tips and tools to become aware of these mental obstacles so that we — and our portfolios — can ultimately overcome them.
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