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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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