Bell Wealth Q3 2024

7/10/2024 8:00:00 AM

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.}