Resource Center

Webinars

 

Presenters:

  • Forrest Bell, CFP®, President and Senior Investment Advisor
  • Laurent Harrison, CFP®, Senior Investment Advisor
  • Ryan Kelley, CFA®, Portfolio Manager

May 2020

Webinar: Economic Recovery – When will it begin? What shape will it take?


As we have helped our clients navigate the financial impact of the COVID-19 crisis, certain questions have consistently risen to the surface of our conversations: How does Bell view the current market environment? When will a sustained recovery start and how might it look? In this Investment Committee webinar, President Forrest Bell, Senior Investment Advisor Laurent Harrison, and Portfolio Manager Ryan Kelley addressed these questions.

This webinar includes:
– An introduction by President Forrest Bell, CFP®
– Recapping 2020’s Volatility
– Where We Stand Now
– V-, L-, or U-Shaped? Three Possible Market Recovery Scenarios
– What to Do in Volatile Financial Markets
– Portfolio Risk – How much is too much?

Market Analysis

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May Market Commentary
June 3, 2020 In May, optimism related to the gradual reopening of the US economy persisted. After some initial …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