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There Are Better Things Ahead Than Any We Leave Behind
As December came to a close, the global equity markets added several percentage points to their 2020 gains. The overall …
Your Estate Plan in the Wake of the SECURE Act
The SECURE Act of December 2019 was intended to give Americans a better shot at retirement security. But retirees whose …
A Year of Grieving, Loving, and Persisting
The team at Bell tells me that many of you as clients and friends often ask after me and want …
Another Peak in the “Mountain”
The stock market’s performance in November created another peak in the “mountain” contour traced by the market over the last …
A Mountain-Shaped Month for Stocks
After a 5.7% rise in the U.S. stock market during the first half of October, markets turned around and headed …
2020 Election Update: What Investors Should Know
Presenters: Laurent Harrison, CFP®, Senior Investment Advisor and Financial Planner Ryan Kelley, CFA®, Portfolio Manager The transcript below has …
Sector Imbalances & Investor Sentiment
The beginning and the end of September rescued the stock market from what would have been an even worse month. …
An Uneven Recovery for Stocks
The month of August was largely a continuation of July’s positive trend. Equity investors logged another positive month, with various …
Global Markets in July
As July came to a close, the major categories of equities generated some degree of gain. While still negative for …