Bell Wealth Newsletter
Bell Wealth is a quarterly newsletter published by Bell Bank. In each issue you can find insightful information related to financial guidance and planning, provided by the experienced team in our Wealth Management Division.
January 2023 - Is Economic Stage Being Set for Decline?
September 2022 - Shannon Gephart Helping Foundations Make A Bigger Impact
July 2022 - Brian Overby Joins Bell Bank As Wealth Management Managing Director
April 2022 - What To Know About Alternative Investments - Including Cryptocurrency
January 2022 - Are You Jumping Off The Investment Bridge
October 2021 - Taking Care of People
July 2021 - BUCKING TRENDS & BLAZING TRAILS – the Founding of a Maverick Bank
April 2021 - Matt Bushard Finds Truth in Numbers
January 2021 - Perfect Storm of 2020 Illustrates Importance of Investment Planning, Not Timing
October 2020 - The Thrill of the Game
July 2020 - A Light in the Darkness
April 2020 - How to Weather the Storm of Market Declines & Uncertainty
January 2020 - Greg Sweeney Talks Recession Probability & State of the Economy
October 2019 - Former Viking Brooks Bollinger Now Quarterbacking Clients' Finances
July 2019 - A History of Helping Others
April 2019 - Concern for ClientsPromptsKeith Burckto Join BellInvestments
January 2019 - Bell’s ‘Chief InvestmentGuru’ TacklesQuestionsaboutInvestments,Economy
October 2018 - Unexpected DETOURS lead to HAPPY ENDING
July 2018 - EMPOWERING others financially
April 2018 - TAX LAW changes explained
January 2018 - PUTTING HERSELF IN OTHERS’ shoes
November 2017 - ‘Learning Under Fire’
July 2017 - Managing the Game, Both On and Off the Court
April 2017 - Bell Bank Lawyer Helps Protect Clients’ Interests and Wishes
January 2017 - Markets Seem Optimistic about 2017 Economic Outlook
October 2016 - The RoadLessTravelled
July 2016 - Advisor Brings Wealth ofExperience into New Role
April 2016 - Turning lifelong training,goals, and motivationinto advice on savingfor retirement.
January 2016 - Greetings from Bell Wealth Management!
October 2015 - Living an Adventure Every Day
July 2015 - Guidance and Exceptional Personal Service
May 2015 - Of Guidance and Game:The View of a Fisherman
January 2015 - Retirement Manager Is StrategicOn and Off the Tennis Court
Investing and wealth management products are not FDIC insured, have no bank guarantee, may lose value, are not a deposit and are not insured by any federal government agency.