Modern wealth management solutions

Combining advisor clarity with AI research

The Equity Optimizer™

Machine learning meets economic insight.

Learn more

44

States Served

87

Years of Combined

Advisor Experience

95%

Client Retention Rate

Tailored service, transparent process.

Bellwether Wealth combines personalized, advisor-led financial planning with a proprietary investment system that adapts to market cycles in real time.

Our team doesn’t rely on guesswork or broad market trends — we apply a disciplined, data-driven process backed by expert economic research. Every client benefits from responsive communication, transparent planning, and a portfolio strategy designed to protect and grow their wealth through changing conditions.

>1 Million

Economic Calculations Per Month

Designed to

Adapt.

The Equity Optimizer

Recent Newsletters

Newsletters

Front-Running Tariffs Distort GDP

However, companies did not sell the massive influx of imports, leaving some to accumulate in warehouses across the country. This surge in inventories contributed more than two percentage points to GDP. Why? Inventories act as a balancing figure—when they increase, it adds to GDP; when they decline, it detracts from GDP.

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Tariffs On, Tariffs Off, Tariffs Back On (Sort of)

We analyze a range of economic and financial indicators through a focused perspective (a narrow lens), particularly regarding how sensitive matters may impact investors. This focused approach closely aligns with our expertise in financial advising and planning.

That leads us to this week's topic: tariffs. Our goal is to strip out the political angle and view the potential for new tariffs through the narrow lens of the market, i.e., investors.

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Tariff Threat in Play

We analyze a range of economic and financial indicators through a focused perspective (a narrow lens), particularly regarding how sensitive matters may impact investors. This focused approach closely aligns with our expertise in financial advising and planning.

That leads us to this week's topic: tariffs. Our goal is to strip out the political angle and view the potential for new tariffs through the narrow lens of the market, i.e., investors.