Bell Investment Advisors

MAY 24, 2024

On Friday, May 24 th at 12pm Pacific time, Investment Advisor & Financial Planner Laurent Harrison, CFP® joined Bell Portfolio Manager Ryan Kelley, CFA® for an engaging discussion of the following topics: Stock & Bond Market Commentary Global Economic Update Inflation Concerns & the Federal Reserve Are Stocks Expensive?

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Marketing Marketing Economy Financial Planner 52

Sara Grillo

AUGUST 14, 2023

From this vantagepoint, she gained unique insight into how financial advice and products are delivered to investors. She obtained her CFP designation in 2003. In 2008, Kelly began working directly with clients as a financial planner. She has helped hundreds of clients achieve their financial and life goals.

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Financial Advisor Fiduciary Duty Insurance Financial Advice 52

The Better Letter

NOVEMBER 2, 2023

That said, over the past 20 years (2003-2022), the S&P 500 delivered a 9.80 That’s an overall total return of an astonishing 3,787,464 percent versus “just” 24,708 percent for the benchmark. That’s why Buffett is widely regarded as the greatest investor of all-time.

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Sara Grillo

SEPTEMBER 12, 2022

In our debate we will discuss the following questions: The CFP Board harms consumer through its multi-million dollar ad campaigns by suggesting that CFPs are more ethical than non-CFP financial planners and by suggesting that its member standards are higher than those of regulatory agencies. Source: SEC. Source: CFP Board.

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CFP Financial Planner Ethics Financial Planning 80