Blue Bell PWM


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Monthly Market Update

Mid Year Market Update

Executive Summary Economic data continues to improve as the economy reopens and vaccinations increase but business are still having trouble filling open positions helping to drive wages higher.   Earnings growth

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Our insights page is how we communicate our current thoughts and feelings about personal finance.  We regularly post about market trends, investment strategies, retirement planning, and social security in an easy to digest blog format.

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Meet the Author's

Chris Paleologus CFP®

Portfolio Manager

Alex LaRosa CFP®

Investment Advisor Representative

Michael Weber, CFP®

Investment Advisor Representative

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