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  • We are fee-only
  • We act as fiduciaries on behalf of our clients
  • We are committed to remain a boutique firm
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Financial Wellness Programs Foster a Thriving Workforce

Submitted by Bell Tower Advisors on April 23rd, 2019

Across generations, all employees agree that ‘personal finances’ is their number one source of stress.

Financial FAQs

Submitted by Bell Tower Advisors on April 22nd, 2019

Here are the answers to some of the most frequently asked financial questions.  

I’ve just started my first job.  Do I really have to start saving for retirement now?

The euro and equities returns

Submitted by Bell Tower Advisors on April 19th, 2019

The euro and equities returns.png

Expect lower returns for longer

Submitted by Bell Tower Advisors on April 19th, 2019

Expect lower returns for longer.png

By our measures this bull is the longest on record

Submitted by Bell Tower Advisors on April 19th, 2019

BY OUR MEASURES THIS BULL IS THE LONGEST ON RECORD.png

Street View: Mixed Signals in the Economy and the Yield Curve

Submitted by Bell Tower Advisors on April 18th, 2019

LPL Financial Research Chief Investment Strategist John Lynch discusses mixed signals in the economy and strong fundamentals.

 

10-2yr yield spreads and historical recession periods

Submitted by Bell Tower Advisors on April 16th, 2019

10-2yr Yield Spreads and Historical Recession Periods.png

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