- All
- Blog
- Career Coaching
- Finance
- Market Analysis
- News
- The Opening Bell
- White Papers
- Women's Roundtable
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 ...
Read More →
The July Fed Meeting
After beginning its interest rate tightening cycle in December 2015, on July 31st the Federal Reserve voted to reduce its ...
Read More →
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? ...
Read More →
What Will Make Up the Content of Your Days During Retirement?
Depending on how close you are to your planned retirement date, the above question will be either frighteningly urgent, or ...
Read More →
What Will Make Up the Content of Your Days During Retirement?
Depending on how close you are to your planned retirement date, the above question will be either frighteningly urgent, or ...
Read More →
Providing for Your Children and Others with a 529 Plan
The three biggest financial commitments that most people will make in their lifetimes are buying a home, raising children, and ...
Read More →
Interest Rates, Tariffs, and Economic Growth
Interest Rates, Tariffs, and Economic Growth Interest rates and their impact on the economy and markets have received significant attention ...
Read More →
Double Digit Returns Take Center Stage for 2019
The U.S. stock market completed the best first-half performance since 1997. All major indices, whether foreign or domestic, ended June ...
Read More →
Schwab Phishing Attempt Reported
Bell received notification from our custodian, Charles Schwab, of a text message-based phishing attempt imitating Schwab. The phishing attempt appears ...
Read More →