Resource Center



We are currently conducting a survey.

We value your feedback and would appreciate if you took a few moments to respond to some questions
about the video.

Click here to take survey.

December 2011

Year-End Review and 2012 Preview

Jim Bell, CFP®
President and Founder
Matt King, CFA
Managing Director, Chief Investment Officer

Join us for a review of market activity and the economic events of 2011, as well as a look forward to what 2012 has in store for investors.

Market Analysis

White paper feature image
The New Year Rally
February 5, 2020 The New Year Rally After a strong 2019, U.S. stocks initially rang in the New Year by gaining three …Read More


bellinvest publicaion
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