Jim Bell, CFP®
President and Founder
The presenters review the market activity and the economic events of 2016, as well as preview what 2017 may have in store for investors. They will address: The Trump market rally (How long will it last?), Trump administration policies and sector rotation, Rising interest rates and the bond market, The strong U.S. dollar.
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