What to Watch This Earnings Season
First quarter earnings season kicks off this week with several big banks reporting this Friday, including sector bellwether JPMorgan Chase (JPM). This quarter will seem quite similar to the fourth …
Our objective, independent advisors help you focus on what you can control and what matters most.
Founded in 1979, Bell Financial Group is independently owned and operated. This independence allows us to put our clients’ priorities first through every step of the financial planning process. Objectivity and transparency form the foundation of everything we do.
Good decisions can often have a bigger impact than good investments on your financial well-being. With the right guidance, you can simplify your options and start making the right choices. Learn more…
Objective advice, along with ongoing monitoring and reviews, have more impact on your financial success than what specific investments or financial products you own. Learn more…
From cash flow management to insurance needs analysis, education funding to retirement income planning, our personalized strategies can help bring order to every aspect of your financial life.
Cash Flow & Budgeting
Liquidity Management
Estate Preservation
Business Planning
K-12 & College Planning
Section 529 Tuition Savings Plans
Traditional, Roth, SEP, & SIMPLE IRAs
401(k), 403(b) & Profit Sharing Plans
Exchange Traded Funds
Mutual Funds
Stocks & Bonds
Annuities
Disability Income
Term Life
Permanent Life (e.g. Whole, Universal)
Long Term Care
First quarter earnings season kicks off this week with several big banks reporting this Friday, including sector bellwether JPMorgan Chase (JPM). This quarter will seem quite similar to the fourth …
The initial public offering (IPO) market allows institutional investors to incorporate the macroeconomic landscape with individual corporate earnings data — and future earnings forecasts — to ascertain a share price …
When we wrote the annual outlook last November, the data was mixed. Some metrics hinted at emerging cracks in the economy while others suggested the growth trajectory in capital markets …