John C. Classe, CFP(R)

09/23/2024

Of course, last week’s headliner was Jerome Powell and the Federal Reserve cutting rates by a half percent. Here we share some thoughts on the Fed’s move and some potential market implications of not only Fed policy but also fiscal policy post-election. https://bellfinancialgroup.com/policy-crosscurrents-potential-market-impacts/

07/12/2024

We are pleased to share Midyear Outlook 2024: Still Waiting for the Turn, the semi-annual report that recaps where markets and the economy have been over the first half of 2024. https://bellfinancialgroup.com/midyear-outlook-2024-still-waiting-for-the-turn/

07/09/2024

While some are drawing parallels between the current period and the late '90s tech bubble - concluding that a crash may be coming, that’s not our view at all. This market environment is very different given who is leading the charge... https://bellfinancialgroup.com/artificial-intelligence-the-antidote-to-fed-policy/

05/20/2024

How’s It Going? Depends on Who You Ask...
The post-pandemic economy is treating people very differently, creating a headache for central bankers. The extreme differences can often be traced to living situations, as renters have a very different experience than homeowners. https://bellfinancialgroup.com/hows-it-going-depends-on-who-you-ask-in-a-post-pandemic-economy/

05/02/2024

Scammers are everywhere and getting more sophisticated. Don't fall victim. Here are useful tips to protecting yourself and your family.

If you have been scammed, you may be embarrassed to tell anyone that you fell for it. A CFP® professional can recommend solid security procedures for your money and can help you navigate any financial fallout if you’ve been scammed.

04/26/2024

The shift toward higher-for-longer monetary policy has contributed to recent selling pressure in an overbought equity market. Still, pullbacks and even corrections are completely normal within a bull market. They provide an opportunity for fundamentals to catch up with price, reset overbought conditions, suppress overly exuberant sentiment, and provide another potential entry point. https://bellfinancialgroup.com/volatility-is-back/

12/28/2023

Presenting Outlook 2024: A Turning Point -- recapping where markets have been over the last half of 2023 and a discussion of where they may head through midyear 2024. 📈 https://bellfinancialgroup.com/outlook-2024-a-turning-point

Let the old year end and the New Year begin with the warmest of aspirations. Wishing all a Happy New Year! 🥳

11/09/2023

The historic shutdown and reopening of the economy continues to torque financial markets and analyst expectations. Relationships that traditionally explained what was happening to the economy appear to be severed. Here are our key takeaways: https://bellfinancialgroup.com/whats-actually-different-this-time/

11/03/2023

Even after a red October provided more trick than treat for stock market investors, we continue into what has historically been one of the strongest periods for stock market seasonality. https://bit.ly/3QKt2UM

09/01/2023

There are changes to the college financial aid application, FAFSA, that parents need to know.

A new federal financial aid formula is rolling out in December. Among other changes, eligibility is expanding but the sibling discount is going away.