Category: Blog
How About a New Year Filled with Resilience?
As you have probably heard — or experienced first-hand — the long-term success rate of New Year’s resolutions is pretty ...
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Why is the Market So Strong, and What Could Go Wrong?
Why is the Market So Strong, and What Could Go Wrong? Join us as we explore these questions in our ...
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Tax Reform, Interest Rates, Global Growth
Interest Rates: December proved to be an interesting month in the world of finance. Earlier in the month, the Federal ...
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Does This Market Have a Reason to Go Down?
The operative word above is reason, which frames the question in a rational context. We all know that investors and ...
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What’s Your Next Step?
I frequently find myself reminding people that “career” is not a noun; it’s a verb. We evolve, the marketplace evolves, ...
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Heidi Stoltz to Present at Oakland’s YWCA Young Women & Money Conference, 12/9
You may know a young woman, 18 – 30, who could benefit from attending the YWCA’s tenth annual Young Women ...
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Bell Staffer Volunteers at Financial Planning Day
Recognizing the value of financial planning for all, Bell Paraplanner Ramsay Leimenstoll served as a logistics volunteer on Saturday, October ...
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2017 End-of-Year Actions to Enhance Your Retirement Savings
Making contributions to your retirement accounts is guaranteed to strengthen your financial and retirement plan. This year December 31 is ...
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Don’t Be Afraid of a Market Pull Back
Don’t be afraid of a market pull back. This October 19 marked the 30-year anniversary of the great crash of ...
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