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There Are Better Things Ahead Than Any We Leave Behind
Forrest Bell, CFP®
January 6, 2021
As December came to a close, the global equity markets added several percentage points to their 2020 gains. The overall ...
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Your Estate Plan in the Wake of the SECURE Act
Forrest Bell, CFP®
December 18, 2020
The SECURE Act of December 2019 was intended to give Americans a better shot at retirement security. But retirees whose ...
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A Year of Grieving, Loving, and Persisting
James F. Bell
December 18, 2020
The team at Bell tells me that many of you as clients and friends often ask after me and want ...
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Another Peak in the “Mountain”
Forrest Bell, CFP®
December 2, 2020
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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A Mountain-Shaped Month for Stocks
Forrest Bell, CFP®
November 4, 2020
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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2020 Election Update: What Investors Should Know
Bell Investment Advisors
October 20, 2020
Presenters: Laurent Harrison, CFP®, Senior Investment Advisor and Financial Planner Ryan Kelley, CFA®, Portfolio Manager The transcript below has ...
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Sector Imbalances & Investor Sentiment
Forrest Bell, CFP®
October 2, 2020
The beginning and the end of September rescued the stock market from what would have been an even worse month. ...
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An Uneven Recovery for Stocks
Forrest Bell, CFP®
September 2, 2020
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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Global Markets in July
Forrest Bell, CFP®
August 4, 2020
As July came to a close, the major categories of equities generated some degree of gain. While still negative for ...
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