Category: Finance
The New Year Rally
Forrest Bell, CFP®
February 5, 2020
After a strong 2019, U.S. stocks initially rang in the New Year by gaining three percent in the first few ...
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This Month and a Look Back on the Decade
Forrest Bell, CFP®
January 3, 2020
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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Market Resilience
Forrest Bell, CFP®
December 4, 2019
With less than 30 days until the new year begins, investors who stayed the course have been rewarded for their ...
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Investors Rewarded
Forrest Bell, CFP®
November 4, 2019
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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The Stock and Bond Markets
Forrest Bell, CFP®
October 4, 2019
This year continues to be a rewarding one for stock and bond investors alike. Despite the uncertainty introduced by an ...
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The Five Pillars of U.S. Economic Strength
James F. Bell
September 4, 2019
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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The July Fed Meeting
Forrest Bell, CFP®
August 2, 2019
After beginning its interest rate tightening cycle in December 2015, on July 31st the Federal Reserve voted to reduce its ...
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Double Digit Returns Take Center Stage for 2019
James F. Bell
July 3, 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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Interest Rates Down; Bond Investments Up; Stock Market Whipsawed
James F. Bell
June 5, 2019
Interest Rates Down; Bond Investments Up; Stock Market Whipsawed May brought the first month of stock market losses in 2019. ...
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