Category: Blog

Forrest Bell, CFP® January 3, 2020

Now that 2019 has come to a close, it’s appropriate to consider what we can be grateful for. This month, ...

Bell Investment Advisors December 21, 2019

2020 Election Impact and an Update on the U.S. Economy Recorded Wednesday, December 4th, 2 – 2:30 PM Senior Investment ...

Forrest Bell, CFP® December 4, 2019

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

Forrest Bell, CFP® November 4, 2019

This year continues to reward stock and bond investors. After starting the month with a decline, the overall U.S. stock ...

Bell Investment Advisors October 7, 2019

Join President and Senior Investment Advisor Forrest Bell, CFP® as well as Portfolio Manager Ryan Kelley, CFA® for 2019’s Third ...

Forrest Bell, CFP® October 4, 2019

This year continues to be a rewarding one for stock and bond investors alike. Despite the uncertainty introduced by an ...

James F. Bell September 4, 2019

In last month’s client letter, Forrest Bell, CFP® wrote about Fed Chairman Powell’s five favorable U.S. economic conditions: strong job ...

Forrest Bell, CFP® August 2, 2019

After beginning its interest rate tightening cycle in December 2015, on July 31st the Federal Reserve voted to reduce its ...

Bonnie Bell July 15, 2019

Depending on how close you are to your planned retirement date, the above question will be either frighteningly urgent, or ...