An election, a persistent virus and what it means for the markets. We wanted to take a moment to recap what has transpired thus far, where we are now, and our present views on the markets for 2021.
three-bell.com/the-election-…
This year, Three Bell is saying thank you all the moms out there by donating to @SavetheChildren to provide clean birthing supplies to a mother in need bit.ly/2j4KYfY. #honoryourmom
If you’re an entrepreneur exiting a company, or an executive with a concentrated equity position, read this blog to learn how to mitigate your tax burden.
three-bell.com/the-wizard-of…
#capitalgains #investmentstrategies #exitstrategy #startupfounder #CEOs
Three Bell is pleased to announce it has been named to the 2019 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent firms from across the U.S.
finance.yahoo.com/news/three…
Three Bell fights to reduce plan costs. In a recent article with @pensionsnews, TBC partner, Andre Huaman, is recognized for guarding against fee overcharges.
Read the full article here: three-bell.com/fee-disparity…
#401k #wealthmanagement #Retirementplan
Omaha or Bust! Chief Investment Officer, William Martin, CFA, attended the #BerkshireHathaway Annual Meeting and came away with examples of how Berkshire continues to drive business growth that will have a direct impact on portfolio returns.
three-bell.com/woodstock-for…
#investment
Carl Sandler sold two ventures at $121MM and $5MM respectively in e-commerce and biotech. He’s raised $1MM seed round for new subscription model company, True Sons. Read more about Carl’s new startup in our most recent client spotlight.
#ecommerce #venture
three-bell.com/three-bell-cl…
Three Bell Capital retweeted
So proud to be a part of this organization and the 401k plan team. A special thank you to all our business partners. Couldn’t do it without you!
Hot off the presses! Three Bell Capital has been named a 2018 Top Defined Contribution (DC) Advisory Firm by the National Association of Plan Advisors (NAPA). Read more. #investment #401k #retirement
three-bell.com/three-bell-ca…
.@Apple plunged 30% at the end of 2018. Founder and CEO of Three Bell Capital, Jon Porter, talks with @businessinsider on why he’s not worried. businessinsider.com/why-1-bi… #AppleNews #Investment
Hot off the presses! Three Bell Capital has been named a 2018 Top Defined Contribution (DC) Advisory Firm by the National Association of Plan Advisors (NAPA). Read more. #investment #401k #retirement
three-bell.com/three-bell-ca…
Hello 2019! We look back on what drove positive asset performance through the first three quarters of 2018, and conversely what collectively caused every major asset class except for high quality bonds (just barely), to end the year in negative territory.
three-bell.com/a-tale-of-two…
There's a lot of chatter about whether a flat yield curve spells recession. Here's our take.
three-bell.com/dont-fear-the…
Trade tensions are mounting. Read all about 'Escalating Trade Tariffs and their Potential Impact on the Global Economic Pie'. The latest from Bill Martin at Three Bell Capital.
three-bell.com/trade-pie/
Predicting stock market returns using BEER (Bond Equity Earnings-yield Ratio). Spoiler alert, the stock market could go up another 50% from here. #stockmarket three-bell.com/how-about-a-b…
(Most) Everything you need to know about investing in #cryptocurrency with Brayton Williams @BoostVC
three-bell.com/want-to-inves…
In response to client & colleague requests: a plain English #cryptocurrency & #blockchain primer three-bell.com/understanding… #Bitcoin #investing #WealthManagement
A view of the economy- coming & going three-bell.com/a-view-of-the… #economy #outlook2018 #investing #TaxReform @SeekingAlfa
Thanks to our clients and partners for making this happen! forbes.com/sites/juliecoolin… #investing #WealthManagement @Forbes @RIAChannel









