Manager Commentary – Bridges Investment Management, Inc

Manager Commentary

Making sure our clients are aware of and comfortable with all relevant factors involved with the investment management of their assets on an ongoing basis is important to us. These market commentaries are part of our effort to ensure we accomplish that objective. If you read something you’d like to know more about or discuss further, please contact us.

 

Best of Bridges

Not sure where to start? Here are a few of our favorite market commentaries. Read them to gain a sense of what matters to us when it comes to managing your investments.

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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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Provident Trust is now Bridges Trust

New Name, Same Trusted Partner

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I’m very pleased to announce that Provident Trust Company is now Bridges Trust Company! The name change became effective after formal approval was received from the Nebraska Department of Banking and Finance on July 25, 2017.   Although our name has changed, we remain committed to serving our clients’ trust and wealth management needs in the same way that we…

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Scorecard: How are Nebraska’s biggest public companies performing in the stock market?

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  Halfway through 2017, only two of Nebraska’s big publicly traded companies have outpaced the broader stock market.     Ag-irrigation and road infrastructure company Lindsay Corp. has more than doubled the almost 9 percent gain in Standard & Poor’s 500 index so far this year. And Omaha-based trucker Werner Enterprises has beaten the S&P 500 benchmark by a few percentage points….

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Bridges named top 300 Financial Advisers by Financial Times.

Bridges Investment Management named in the Financial Times Top 300 Advisers for 2017

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Omaha, Nebraska June 22, 2017: Bridges Investment Management has been named as one of the Financial Times Top 300 Registered Investment Advisers in America. The firm is one of just two Nebraska-based firms to be recognized for this prestigious honor.   This is the fourth annual listing of Top Registered Investment Advisers (RIAs) ranked by the Financial Times. The publication…

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FUTURE OF THE FEDERAL ESTATE TAX

THE FUTURE OF THE FEDERAL ESTATE TAX

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Just a few short months into the presidency of Donald J. Trump we find ourselves right where many thought (or at least hoped) we would be with respect to the federal tax regime for the transfer of wealth. Where’s that you ask? Well, at the precipice of what appears to be the possibility of significant changes to, or maybe even…

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