Bell Investment Advisors

MARCH 15, 2023

I’m a portfolio manager here at Bell Investment Advisors. The first is 2022 investment performance. Then, I’m going to be discussing inflation and interest rates and how those affect the value of your investments. stock market. stock market benchmark. My name is Ryan Kelley. So, even as a U.S.

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Bell Investment Advisors

JUNE 29, 2023

Slide 1: Charting the Path Ahead: Mid-Year Market Recap and Inflation Outlook 0:00 Laurent Harrison: Welcome to today’s webinar, Charting the Path Ahead: Mid-Year Market Recap and Inflation Outlook. My name is Laurent Harrison, Senior Investment Advisor and Financial Planner. 0:17 Ryan Kelley: Thanks.

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Cornerstone Financial Advisory

DECEMBER 4, 2023

Market sentiment remained positive as the Fed’s preferred measure of inflation showed ongoing signs of softening inflation pressures, boosting hopes that the Fed may be able to end its rate hikes and consider rate cuts sometime next year. The return and principal value of investments will fluctuate as market conditions change.

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James Hendries

JANUARY 26, 2023

falls into recession, the chances are it would occur during the first half of 2023 and will not likely be as deep as the 2008 recession, which was initiated by a fundamentally flawed financial market. We believe China-heavy emerging market equities are more of a trade than a long-term investment at this point. If the U.S.

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Sara Grillo

NOVEMBER 14, 2022

Financial advisors have many options at their hands to solve it, from financial planning and investment management services to fixed products such as annuities. Yet the investment and insurance communities seem to be on two different sides of the fence when it comes to a solution. Are commissions bad?

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The Big Picture

DECEMBER 6, 2022

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast I have an extra special guest, Luis Berruga has a fascinating career as both a tech wizard and investment banker before becoming CEO of Global X ETFs. And I think that the financial advisors are used, but not as widely used as they are in the U.S.

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Brown Advisory

NOVEMBER 29, 2016

It also requires meticulous selection of investment managers and an openness to a more complex and diverse range of assets than was in the standard investment portfolio of the 1990s. We have found the following four steps helpful for nonprofits seeking bigger returns: Review investment policy.

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James Hendries

JULY 21, 2022

Lower inflation tends to bring higher valuations (Fig.1). The market clearly does not expect 8 – 9% inflation to persist based on current stock valuations, but whether inflation eventually settles at 3% or 4% will go a long way toward determining how much higher stock valuations can go from current levels.

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James Hendries

FEBRUARY 27, 2023

Moody’s has said that based on their modeling, “the economic downturn ensuing from a political impasse lasting even a few weeks would be comparable to that suffered during the global financial crisis” (Moody’s Analytics, “Debt Limit Brinksmanship,” 6). How would a technical default impact the financial markets?

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