Category: Blog

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 ...

Forrest Bell, CFP® December 2, 2020

The stock market’s performance in November created another peak in the “mountain” contour traced by the market over the last ...

Forrest Bell, CFP® November 4, 2020

After a 5.7% rise in the U.S. stock market during the first half of October, markets turned around and headed ...

Bell Investment Advisors October 20, 2020

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

Forrest Bell, CFP® October 2, 2020

The beginning and the end of September rescued the stock market from what would have been an even worse month. ...

Forrest Bell, CFP® September 2, 2020

The month of August was largely a continuation of July’s positive trend. Equity investors logged another positive month, with various ...