Category: Blog
Laurent Harrison, CFP® Volunteers at Free Financial Planning Day
Laurent Harrison, CFP®, Senior Investment Advisor and Financial Planner at Bell Investment Advisors, participated as a volunteer in Santa Rosa ...
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Don’t Try to Catch a Falling Knife
You are not going to like your October statements. The U.S. and international stock markets have entered correction territory — ...
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Reaping the Harvest
It seems like, every year, the very day after Labor Day I am ambushed by fall. While I am still ...
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Jim Bell Interviewed on Sears Bankruptcy
Jim Bell, CFP®, Founder and Chief Financial Officer of Bell Investment Advisors, offers his personal perspective on the Sears’ bankruptcy. ...
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Ramsay Leimenstoll Quoted on Emergency Funds
Ramsay Leimenstoll, Bell’s Paraplanner on the Financial Planning team, was recently consulted, along with other financial experts from around the ...
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Are the Brightest Days Still Ahead? (Investment Committee Update)
Are the Brightest Days Still Ahead? (Investment Committee Update) As we mark the nation’s longest bull market on record, our ...
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Economic Resilience Conquers All
Despite all the news that could be so distracting, investors are focusing on U.S. economic strength to rise above the ...
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Consequences of the New Tax Law on Charities and Estates What Nonprofits and Their Supporters Need to Know
Consequences of the New Tax Law on Charities and Estates What Nonprofits and Their Supporters Need to Know While the ...
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The U.S. Consumer Lifts Once-Maligned Retailers
In 2017, these retailers were in free fall, and it seemed they would not be able to compete. Thanks to ...
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