John C. Classe, CFP(R)

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United States
Frisco, TX
John C. Classe, CFP(R)

A fiduciary advisor putting your best interest first for more than 20 years John joined Bell Financial Group in 2001. Thank you.

He is a CERTIFIED FINANCIAL PLANNER® professional serving the needs of individuals, families, and business owners. A native Texan, John has lived in Saint Louis, MO, and Nashville, TN, where he earned a Bachelor of Arts in economics from Vanderbilt University. John lives in Frisco, TX, with his wife, Melanie, and their two daughters. He is active in the community – having served as an elected memb

er of the Frisco Independent School District Board of Trustees as well as on several boards and commissions for the City of Frisco. John is a graduate of Leadership Frisco Class XVI – a program of the Frisco Chamber of Commerce – and is a Leadership TASB Master Trustee – a distinction granted by the Texas Association of School Boards.

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Specialties include: Comprehensive Financial Planning Services • Investment Advisory Services • Cash Flow Management • Education Funding Analysis • Retirement Income Planning • Corporate Retirement Plans • Insurance Needs Analysis (Life, Disability, Long-Term Care Insurance)

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Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA (www.finra.org) / SIPC (www.sipc.org). The financial professional associated with this page may discuss ad/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third-party posts found on this page do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. While we welcome you to add your comments to our posts on this page, regulation prevents us from responding. Similarly, we cannot publicly display your testimonials and recommendations. Please send your questions by private message or to the email address provided.

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.

08/31/2023

"Helping your kids fund a Roth IRA can both get them started early on saving for retirement and show them the importance of saving early and often..."

Helping your kids fund a Roth IRA can both get them started early on saving for retirement and show them the importance of saving early and often.

04/25/2023

Much has been made of the volatility in the bond markets this year and rightfully so. Over the past few months it became relatively common to see Treasury yields move higher or lower by 0.20% a day—something that hasn’t happened in decades and a large departure from the 0.05% moves that are considered normal. http://ow.ly/NEl850NRJRa

Address

Bell Classe Financial, 5850 Town And Country Boulevard, Suite 802
Frisco, TX
75034

Telephone

+19726080873

Website

http://www.bellclasse.com/

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About John

John Classe is a CERTIFIED FINANCIAL PLANNER™ professional serving the needs of Frisco, Texas and surrounding communities since 2001. A native Texan, John has lived in Saint Louis, Missouri and Nashville, Tennessee where he earned a Bachelor's in Economics from Vanderbilt University. John lives in Frisco with his wife Melanie and their two daughters. He is active in the community – currently serving as Place 6 Trustee for the Frisco Independent School District and having served the city on several boards and commissions. John is a graduate of Leadership Frisco Class XVI – a program of the Frisco Chamber of Commerce. He looks forward to continued community involvement both personally and professionally. -- Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA (www.finra.org) / SIPC (www.sipc.org). The LPL Financial Registered Representatives associated with this page may only discuss and/or transact securities business with residents of the following states: AR, CA, CO, GA, KS, MS, OK, TX. Third-party posts found on this page do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. While we welcome you to add your comments to our posts on this page, regulation prevents us from responding. Similarly, we cannot publicly display your testimonials and recommendations. Please send your questions by private message or to the email address provided. Thank you.