Category: Finance

Forrest Bell, CFP®
Finance

The New Year Rally

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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Forrest Bell, CFP®
Finance

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, ...
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Forrest Bell, CFP®
Finance

Market Resilience

With less than 30 days until the new year begins, investors who stayed the course have been rewarded for their ...
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Forrest Bell, CFP®
Finance

Investors Rewarded

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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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 ...
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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 ...
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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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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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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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