News – Bridges Investment Management, Inc

News

We’re committed to providing the best service possible to our clients. Keeping you informed of industry trends in the investment world is an important aspect of fulfilling that commitment.

Megan McMurry Earns Chartered Advisor In Philanthropy Designation

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    Megan McMurry, Vice President of Trust and Client Services, recently completed a year-long program to earn the Chartered Advisor in Philanthropy (CAP) professional designation from the Richard D. Irwin Graduate School of The American College.  The program was organized locally by the Omaha Community Foundation (OCF) and was led by OCF board member Mark Weber, a principal of…

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January 2018 Market Comments

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  In 2017, equities outperformed bonds for a seventh consecutive year. This equity friendly environment delivered positive stock returns, as measured by the total return of the S&P 500 Index, every month last year for the first time in history.   International stocks were the best-performing equity asset class in 2017, ending a multi-year stretch where international equities lagged domestic…

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Megan McMurry Comments in Midlands Business Journal on Trends in the Wealth Management Industry

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  For a long time wealth management services have been used mainly by high net worth individuals.  The trend we are seeing more and more is: 1) younger people are engaging in financial planning, and 2) all clients, regardless of their net worth, are more interested in financial planning and wealth management as they near retirement. A clear trend is…

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Omaha Wealth Management Firms Join Forces

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  Trust is critical to any professional relationship. Whether working with a builder to design your dream home, or becoming a patient of a new physician, the relationship will never reach its full potential without mutual trust. The same can be said for the relationship with your wealth management advisor. When your financial livelihood is at stake, it is imperative…

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Table showing various stock and bond indexes through October of 2017

Market Comments – October 5, 2017

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S&P 500 2519 10 Year Treasury Yield 2.33%   Stocks posted very solid gains in the third quarter, continuing the rally that has been in place since the mid-February 2016 stock market lows. From February 15, 2016, through September 30, 2017, the S&P 500 has a total return of 40%.   International stocks were the best performers in the third…

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Bridges Trust Company and Bridges Investment Management to form long-term partnership with McCarthy Group

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OMAHA (NE), (August 14, 2017): Bridges Trust Company and Bridges Investment Management, a registered investment advisor, have created a platform to provide multigenerational trust and wealth management services. Management of the Bridges companies has formed a holding company together with strategic investor McCarthy Group, LLC, an Omaha-based investment company. The Bridges companies plan to expand the organization’s client service capabilities,…

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Ted Bridges, CEO Bridges Trust

Letter from CEO, Ted Bridges

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I’m very happy to report that on July 31 2017, we closed on our partnership with The McCarthy Group, LLC. As a result, Bridges Investment Management and Bridges Trust Company officially joined forces to create a platform to provide comprehensive, multigenerational trust and wealth management services. We believe that this partnership is important to our clients and our firm for…

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