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Finance

The Performance of the U.S. Bond Market Has Shifted

Financial markets did not deliver much to investors in January, with the global equity market trading choppy and ultimately flat …

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Market Analysis

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 …

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The Opening Bell

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 …

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The Opening Bell

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 …

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Finance

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 …

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Finance

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 …

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Blog

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 …

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Finance

Sector Imbalances & Investor Sentiment

The beginning and the end of September rescued the stock market from what would have been an even worse month. …

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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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