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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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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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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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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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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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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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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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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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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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