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

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A Mixed Month in the Market
July 6, 2020 After surging over 6% in the first week of June on the back of a positive unemployment report, the …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