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Career Coaching

Life Lessons from the Olympics

Watching the Olympics this year has been like gobbling down manna from heaven — something completely different — and something ...
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Finance

Bond Market Outlook and Strategy 2016

In our last blog we shared an overview of our current thinking about the economy and the stock market this ...
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BlogNews

Public Service Presentation on Financial Literacy for Young Adults

On August 13, 2016, in the downtown offices of Bell Investment Advisors, a group of Rotary Club members and their ...
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Finance

Economic and Stock Market Overview 2016

As we enter the middle of the third quarter of 2016, we thought we’d share an overview of our current ...
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Finance

Money Market Fund Reform

Driven by the 2008 financial crisis, the U.S. Security and Exchange Commission (SEC)SEC bldg has, in the last few years, ...
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Forrest Bell, CFP®
The Opening Bell

Retiree Spending: Latest Research

Every year brings a fresh batch of research concerning the dynamics of retirement life. And this year, a number of ...
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The Opening Bell

Retirement and Self-Esteem

I’ve always been a groupie of certain comedians, including David Letterman for many years, and have recorded gobs of late ...
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The Opening Bell

The Year of the Wall

Since the 2016 presidential campaigns began over a year ago, there has been plenty of talk about walls — both ...
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Finance

When Your Portfolio Isn’t Making Money

While preparing for our next gathering of The Women’s Roundtable later this month, “Keep Calm & Invest On: Taking the ...
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