Three Bell Capital

Private Wealth Management for entrepreneurs, executives, families, and companies.

[Three Bell Capital @ThreeBellCap]

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.
https://t.co/xfFLKHsHAE

[Three Bell Capital @ThreeBellCap]

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 https://t.co/lWTOhUTvV0. #honoryourmom

[Three Bell Capital @ThreeBellCap]

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.

https://t.co/ct7AuB94dO

#capitalgains #investmentstrategies #exitstrategy #startupfounder #CEOs

[Three Bell Capital @ThreeBellCap]

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.
https://t.co/mQ2oaKdjCJ

[Three Bell Capital @ThreeBellCap]

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: https://t.co/B3JwEHPmqM
#401k #wealthmanagement #Retirementplan

[Three Bell Capital @ThreeBellCap]

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.
https://t.co/Wl1iJ3c0cv
#investment

[Three Bell Capital @ThreeBellCap]

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
https://t.co/KdWEjtEE9y

[Jeff Larsen @rplanconsultant]

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!

[Three Bell Capital @ThreeBellCap]

.@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. https://t.co/dcnJ4oeFTI #AppleNews #Investment

[Three Bell Capital @ThreeBellCap]

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

https://t.co/16lJT14hvB

[Three Bell Capital @ThreeBellCap]

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.
https://t.co/8RUnaT7cwg

[Three Bell Capital @ThreeBellCap]

There's a lot of chatter about whether a flat yield curve spells recession. Here's our take.

https://t.co/ELn57DVjO2

[Three Bell Capital @ThreeBellCap]

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.

https://t.co/hjxMqF1Cy2

[Three Bell Capital @ThreeBellCap]

Predicting stock market returns using BEER (Bond Equity E​arnings-yield Ratio). Spoiler alert, the stock market could go up another 50% from here. #stockmarket https://t.co/wdLepNMel4

[Three Bell Capital @ThreeBellCap]

(Most) Everything you need to know about investing in #cryptocurrency with Brayton Williams @BoostVC
https://t.co/EIdeCosxzi

[Three Bell Capital @ThreeBellCap]

In response to client & colleague requests: a plain English #cryptocurrency & #blockchain primer https://t.co/ZVOfrAMzEG #Bitcoin #investing #WealthManagement

[Three Bell Capital @ThreeBellCap]

A view of the economy- coming & going https://t.co/x06ZUaUyHY #economy #outlook2018 #investing #TaxReform @SeekingAlfa

[Three Bell Capital @ThreeBellCap]

And here's the list... https://t.co/37UWve9bYN #HedgeFund #VentureCapital #401k #WealthManagement #ALTERNATIVES #privateequity

[Three Bell Capital @ThreeBellCap]

Thanks to our clients and partners for making this happen! https://t.co/bzTDKYSibu #investing #WealthManagement @Forbes @RIAChannel

[Three Bell Capital @ThreeBellCap]

Financial Alchemy - https://t.co/soaFTRgaIO #QE #economy #greatrecession #investing