Category: Blog

Forrest Bell, CFP® August 3, 2021

July marked another month of gains for stock and bond investors. The MSCI All Country World Index, a global measure ...

Forrest Bell, CFP® July 2, 2021

June became another month of small gains for investors, as domestic stocks and bonds were positive. As the month ended, ...

Forrest Bell, CFP® June 2, 2021

May was mostly uneventful for investors. After small gains during the first week, stock markets had a minor selloff before ...

Forrest Bell, CFP® May 5, 2021

April was a positive month for stocks, with broad equity categories gaining between 2-5.5%. These gains extended to large growth ...

Laurent J. Harrison, CFP® April 23, 2021

Presenters: Laurent Harrison, CFP®, Senior Investment Advisor and Financial Planner Ryan Kelley, CFA®, Portfolio Manager The transcript below has ...

Forrest Bell, CFP® April 5, 2021

As discussed in our last client letter, this year has seen a rise in longer-term interest rates. In March, long-term ...

Forrest Bell, CFP® March 2, 2021

Global equity markets started February with strong gains, only to take a step back during the final two weeks. Despite ...

Forrest Bell, CFP® February 2, 2021

Financial markets did not deliver much to investors in January, with the global equity market trading choppy and ultimately flat ...

Forrest Bell, CFP® January 6, 2021

As December came to a close, the global equity markets added several percentage points to their 2020 gains. The overall ...