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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, …
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 …
Market Resilience
With less than 30 days until the new year begins, investors who stayed the course have been rewarded for their …
Investors Rewarded
This year continues to reward stock and bond investors. After starting the month with a decline, the overall U.S. stock …
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 …
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 …
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 …
The July Fed Meeting
After beginning its interest rate tightening cycle in December 2015, on July 31st the Federal Reserve voted to reduce its …
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? …