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Finance

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 …

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Forrest Bell, CFP®
Finance

Global Markets in July

As July came to a close, the major categories of equities generated some degree of gain. While still negative for …

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Blog

Webinar: Economic Recovery – How Might 2020 End?

Presenters: Laurent Harrison, CFP®, Senior Investment Advisor and Financial Planner Ryan Kelley, CFA®, Portfolio Manager The transcript below has been …

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Forrest Bell, CFP®
Finance

A Mixed Month in the Market

After surging over 6% in the first week of June on the back of a positive unemployment report, the market …

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Forrest Bell, CFP®
Finance

May Market Commentary

In May, optimism related to the gradual reopening of the US economy persisted. After some initial weakness in equity prices, …

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Blog

Webinar: Economic Recovery – When will it begin? What shape will it take?

Webinar: Economic Recovery – When will it begin? What shape will it take? As we have helped our clients navigate …

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Career Coaching

Thoughts from Bonnie on Balance in Times of Stress

Originally Posted March 15, 2011 Back in 2011, the world was in a different form of crisis. The Japanese earthquake, …

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Forrest Bell, CFP®
Finance

Stock Markets Assess the Future

For investors, April could not have been more different than March. As measured by the Russell 3000, the US stock …

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Forrest Bell, CFP®
Finance

Investing is Always Dynamic

The number of novel coronavirus infections and related deaths surged around the world in March. As reports of doctors and …

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