Category: Blog

Forrest Bell, CFP®
Finance

The Stock and Bond Markets

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

The Five Pillars of U.S. Economic Strength

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

The July Fed Meeting

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

What Will Make Up the Content of Your Days During Retirement?

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

Interest Rates, Tariffs, and Economic Growth

Interest Rates, Tariffs, and Economic Growth Interest rates and their impact on the economy and markets have received significant attention ...
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Finance

Double Digit Returns Take Center Stage for 2019

The U.S. stock market completed the best first-half performance since 1997. All major indices, whether foreign or domestic, ended June ...
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BlogNews

Schwab Phishing Attempt Reported

Bell received notification from our custodian, Charles Schwab, of a text message-based phishing attempt imitating Schwab. The phishing attempt appears ...
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Finance

Interest Rates Down; Bond Investments Up; Stock Market Whipsawed

Interest Rates Down; Bond Investments Up; Stock Market Whipsawed May brought the first month of stock market losses in 2019. ...
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Finance

The Best Surprises of April 2019

The first print of 2019 U.S. domestic product growth (GDP) for Q1 ending March 31 came in at 3.2%! This ...
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