• All
  • Blog
  • Career Coaching
  • Finance
  • Market Analysis
  • News
  • The Opening Bell
  • White Papers
  • Women's Roundtable
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 ...
Read More →
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 ...
Read More →
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 ...
Read More →
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 ...
Read More →
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? ...
Read More →
The Opening Bell

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 →
Career Coaching

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 →
The Opening Bell

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 →
Blog

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 →
Scroll to Top