All Posts By

Brian Miles

Market Volatility Anyone?

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Do you get nervous when the stock market behaves unpredictably and experiences periodic ups and downs? If so you aren’t alone. But what about when the market’s ups and downs are measured in hundreds or thousands of points? That’s a different story altogether.   So far in 2018 we have come to see that the era of relatively calm and…

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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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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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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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