Bell Wealth Q3 2024
7/10/2024 1:00:00 PM
Bell Wealth is a quarterly newsletter with articles on financial guidance and planning topics, provided by the experienced professionals on Bell’s wealth management team.
Inside this issue:
- Meet the Bell Bank Wealth Management Team in Fargo
- Portfolio Considerations for Endowments and Foundations
- What to Know about Concentrated Wealth
- How to Determine the Retirement Number You’re Working Toward
Deposit and loan products are offered through Bell Bank, Member FDIC. Products and services offered through Bell Bank Wealth Management are: Not FDIC insured | No Bank Guarantee | May lose value | Not a deposit | Not insured by any federal government agency.