Resource Center

Webinars

March 2018

What’s Driving This Market Now? Don’t Fight the Fundamentals


Join us for our quarterly Investment Committee Update online webinar.

The stock market always brings these factors back into focus:

  • the earnings growth rate
  • leading economic indicators
  • the daily advance/decline line

The webinar illuminates why these fundamentals ultimately drive the stock market.
Additional topics include a discussion of the “Trump factor”.

Jim Bell, CFP®, President & Founder
Corinne Salera Bedford, CFP®, Portfolio Manager, Investment Advisor

Market Analysis

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A Mixed Month in the Market
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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