Jim Bell, CFP®
President and Founder
Rohan Nayak, CFP®
Portfolio Manager, Investment Advisor
A discussion of the Trump administration’s actions and policies that are relevant to investors and an exploration of the threats and opportunities that could follow.
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