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Forrest Bell, CFP®
Finance

This Month and a Look Back on the Decade

Now that 2019 has come to a close, it’s appropriate to consider what we can be grateful for. This month, …

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Blog

2020 Election Impact and an Update on the U.S. Economy

2020 Election Impact and an Update on the U.S. Economy Recorded Wednesday, December 4th, 2 – 2:30 PM Senior Investment …

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Forrest Bell, CFP®
Finance

Market Resilience

With less than 30 days until the new year begins, investors who stayed the course have been rewarded for their …

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Forrest Bell, CFP®
Finance

Investors Rewarded

This year continues to reward stock and bond investors. After starting the month with a decline, the overall U.S. stock …

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Blog

How Likely is a U.S. Recession?

Join President and Senior Investment Advisor Forrest Bell, CFP® as well as Portfolio Manager Ryan Kelley, CFA® for 2019’s Third …

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Forrest Bell, CFP®
Finance

The Stock and Bond Markets

This year continues to be a rewarding one for stock and bond investors alike. Despite the uncertainty introduced by an …

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James F Bell
Finance

The Five Pillars of U.S. Economic Strength

In last month’s client letter, Forrest Bell, CFP® wrote about Fed Chairman Powell’s five favorable U.S. economic conditions: strong job …

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Forrest Bell, CFP®
Finance

The July Fed Meeting

After beginning its interest rate tightening cycle in December 2015, on July 31st the Federal Reserve voted to reduce its …

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The Opening Bell

When Can I Quit My Job?

Financial Planning answers many significant life questions. For example: How much do I need to save for my daughter’s education? …

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