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Effective URL: https://www.bellwetherwealth.com/
Submission: On July 27 via api from US — Scanned from DE
Effective URL: https://www.bellwetherwealth.com/
Submission: On July 27 via api from US — Scanned from DE
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0 Skip to Content About Our Team Contact Us In the News Services All Services Cash Flow Planning Wealth Protection Estate Planning Charitable Giving Portfolio Managment Relationship Management Resources The Optimizer Newsletters Video Library Client Login Open Menu Close Menu About Our Team Contact Us In the News Services All Services Cash Flow Planning Wealth Protection Estate Planning Charitable Giving Portfolio Managment Relationship Management Resources The Optimizer Newsletters Video Library Client Login Open Menu Close Menu Folder: About Folder: Services Folder: Resources Client Login Back Our Team Contact Us In the News Back All Services Cash Flow Planning Wealth Protection Estate Planning Charitable Giving Portfolio Managment Relationship Management Back The Optimizer Newsletters Video Library SOLUTIONS FOR THE WEALTH MANAGEMENT PUZZLE. Play 00:00 03:00 UnmuteMute Settings SpeedNormal SpeedGo back to previous menu 0.5x0.75xNormal1.25x1.5x1.75x2x Exit fullscreenEnter fullscreen % buffered00:00 WEALTH MANAGEMENT IS LIKE A SIX SIDED PUZZLE. Many people work on one side to get it just right while the other five sides get out of alignment. Our process starts with identifying what you want the entire puzzle to look like and determine what has and hasn’t been working for you. We get to know you in order to help you make the best decisions possible. CASH FLOW PLANNING Keep a conscientious eye on your cash flow strategy. ESTATE PLANNING Protect your legacy with a plan that is adaptable through change. PORTFOLIO MANAGEMENT Guidance for a balanced and diversified asset allocation strategy. WEALTH PROTECTION Build a structure around your resources and help limit loss. CHARITABLE GIVING Charitable giving is an option for people in every tax bracket. RELATIONSHIP MANAGEMENT Relationships are the foundation of any successful integrated plan. RECENT NEWSLETTERS Featured Another Soft Inflation Number Bolsters the Case for Lower Rates In 2021 and 2022, soaring inflation sparked the most aggressive series of rate hikes in decades. While prices remain high, the rate of those price increases has slowed, and the Federal Reserve may finally be seriously considering a reduction in interest rates. Read More → Strong Jobs Report, with a Caveat The U.S. Bureau of Labor Statistics reported that nonfarm payrolls in May rose 272,000, easily beating expectations of 190,000 per the Wall Street Journal. Over the past three years, nonfarm payrolls have usually topped expectations. That narrative remains intact. Read More → Drifting Higher Modest economic growth and stable rates have underpinned stocks in a relatively dull rally that has the major indexes at or near all-time highs, according to MarketWatch. Read More → THANKS FOR SIGNING UP! You can unsubscribe at any time using the Unsubscribe link at the bottom of every email. SIGN UP FOR UPDATES! Get news from Bellwether Wealth in your inbox. Email First Name Last Name Sorry, we could not complete your sign-up. Please contact us to resolve this. Operation timed out, please try again. By submitting this form, you are consenting to receive marketing emails from: Bellwether Wealth, 140 N. 8th St., Suite 210, Lincoln, NE, 68508, US, https://www.bellwetherwealth.com/. You can revoke your consent to receive emails at any time by using the SafeUnsubscribe® link, found at the bottom of every email. Emails are serviced by Constant Contact. Sign up! 140 N. 8th St. Suite 210, Lincoln, NE 68508 | 402-476-8844 | info@bellww.com Disclosure Investments through RIA are: NOT FDIC INSURED, NOT BANK GUARANTEED, MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL, NOT INSURED BY ANY STATE OR FEDERAL AGENCY. Disclaimer Privacy Policy Form ADV Parts 1, 2, 2bs, and 3 (Form CRS) Form CRS © 2022 Bellwether Wealth | All rights reserved