Clark Bellin

Clark Bellin specializes in helping clients achieve their business and personal financial goals through expertise in portfolio construction, tax-efficient investing, retirement planning, estate planning, and business exit strategy. He holds the Certified Investment Management Analyst (CIMA®) designation through the Investment Management Consultant Association in conjunction with the Wharton School of Business, the Certified Private Wealth Advisor (CPWA®) designation in conjunction with the University of Chicago Booth School of Business, and the Certified Exit Planning Advisor (CEPA) designation from the Exit Planning Institute. Clark is regularly featured in national outlets including Barron's, U.S. News & World Report, MarketWatch, Business Insider, and Bloomberg, and was named to Omaha's 40 Under 40. He holds a BS in Business from Nebraska Wesleyan University.

Brian Beaulieu

Brian L. Beaulieu is an American economist and business-cycle forecaster best known for leading ITR Economics, where he served as CEO and Chief Economist from 1987 to 2024, later becoming Consulting Principal and Chief Economist. He's known for applying economic forecasting to help businesses improve profitability. Before ITR Economics, Beaulieu worked as an economist for the U.S. Department of Labor, focusing on the health-care component of the Consumer Price Index. At ITR Economics, he spent decades researching business cycles and presenting insights to business owners and executives worldwide. He has worked with Clark Bellin, principal of Bellwether Wealth, for 10 years and invested with Bellwether Wealth for 15 years. Beaulieu coauthored Prosperity in the Age of Decline and Make Your Move, as well as ITR Economics' children's book But I Want It! He has shared his analysis through presentations, workshops, and media appearances, including The Wall Street Journal, Barron's, and The Washington Post. He's widely regarded as one of the country's most experienced business-cycle economists, with decades of forecasting and public speaking behind him. His commentary has also reached audiences through organizations like Vistage International.

Andrew Siegler

Leads investment strategy work for Bellwether Wealth, advising on investment strategy, portfolio construction, and the overall investment process. He spent fifteen years at one of the world's largest hedge funds, where he directed cross-asset investment research and led the weekly process behind the macro asset-allocation and rebalancing decisions made by its portfolio managers and chief investment officers. He writes regularly on macroeconomic and investment topics. He has an undergraduate degree from the University of Virginia and an MBA from the University of South Carolina.

Alan Beaulieu

For over 30 years, Alan has provided actionable guidance to thousands of executives in numerous countries across the globe. His understanding of economic trends combined with business strategy has given him the ability to accurately lead executives through all manner of economic conditions, including analyzing specific acquisition targets, strategic decisions, and profitability maximization. Over the years, he has had the opportunity to publish three books with his brother Brian, including Prosperity in the Age of Decline, a discussion of the coming 1930s depression and what business and personal actions are needed to succeed in the coming decade.