December 13, 2017

Pending Tax Bill: Items to Consider Prior to Year End

By Scott Miller, Jr.


Pending tax bill: items to consider prior to year end Both the Senate and the House have passed their own versions of the Tax Cuts and Jobs Act. The differences between the versions must be resolved before the bill can be signed into law. While we do not have a final version there are some […]


READ

Our newsletter

Get alerts when new
articles are published.


Receive our weekly newsletter for
insider tips, articles and insight.

Why Blue Bell Private Wealth Management?




Authentic
Fiduciary Duty

We have a legal obligation to act in your best interests. Read our fidiciary standard.

Innovative
Investment Strategies

A risk management approach using hedging techniques and attempting to uncover hidden value.

True Fee-Only
Advisors

Our income is derived solely from our clients, our loyalty is to our clients not a large bank.

About Us

Blue Bell Private Wealth Management
is a fee-only investment management firm dedicated to helping clients maximize their financial goals.

Through a team effort, we seek to build and maintain long-term relationships using constant, effective communication and impeccable service. Our goal is to permanently improve every client's financial position, simplify their lives and achieve reliable investment results.



MEET OUR FIRM