Resource Center

Webinars

January 2017

Year-End Review and 2017 Preview


Presenters:

Jim Bell, CFP®
President and Founder
Corinne Salera
Investment Advisor

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.

Market Analysis

White paper feature image
Market Analysis – October 2019
October 9, 2019 The Stock and Bond Markets This year continues to be a rewarding one for stock and bond investors …Read More

Video

video feature image

Publication

bellinvest publicaion
Providing for Your Children and Others with a 529 Plan
August 26, 2019 The three biggest financial commitments that most people will make in their lifetimes are buying a …Read More

Latest News

Schwab Phishing Attempt Reported

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

 

Connect With Us

bellinvest 20 year