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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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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 ...
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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 ...
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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 ...
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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 ...
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Finance

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 ...
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BlogNews

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 ...
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Finance

Interest Rates Down; Bond Investments Up; Stock Market Whipsawed

Interest Rates Down; Bond Investments Up; Stock Market Whipsawed May brought the first month of stock market losses in 2019. ...
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