Josh Mell, Financial Advisor - Stifel

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Omaha, NE
Josh Mell, Financial Advisor - Stifel

Our Approach:

Figure out the destination first, then devise the travel plan. We think that approach is fundamentally backwards.

In our experience, a majority of “planning” advisors will ask you about your investments and resources, then tell you what you can do with it or how much you can spend. We prefer to ask:

What is important to you and your family? What are your concerns that those goals might not be met? Once we know what’s important to you, then we can develop a customized roadmap to help you pursue your goals. Our Philosophy

Tailoring our services to your goals. Understanding your needs, wants, and wishes is essential to forming a meaningful client-advisor relationship. Being able to provide services that are most important to each client or family is the foundation of our service model. As your needs change, we change with them. Much like how our clients’ lives evolve and change – from changing jobs, additions and subtractions from the family, lifestyle changes, and retirement – we must be as flexible in addressing our clients’ needs, as their lives can be complex. That is why understanding what your goals are at any given moment in time is so important.

09/16/2026

For young workers without a college degree, the job market is the strongest it has been in years. New research shows unemployment among 22- to 34-year-olds without degrees is near historic lows, driven by strong demand for skilled trades workers. Turns out knowing how to fix something may be more valuable than knowing how to explain why a PowerPoint will improve ROI.

For more information on this and to read the full piece, click here: https://livesocial.seismic.com/aEO9ly

09/09/2026

Imagine if one of the world's busiest highways suddenly became unpredictable. That's roughly what global shipping is dealing with. Tensions around the Strait of Hormuz, one of the world's most important energy chokepoints, have added another complication to a shipping network already navigating disruptions around the Red Sea.

For more information on this and to read the full piece, click here: https://livesocial.seismic.com/ahP3aP

09/02/2026

America's debt situation has been getting plenty of attention lately, and this isn't the first debt drama in history. Nearly 500 years ago, Henry VIII faced a budget problem ... His strategy? Quietly reduce the amount of gold and silver in England's coins while keeping their face value the same. People eventually caught on, and the episode became one of history's earliest examples of currency debasement.

For more information on this and to read the full piece, click here: https://livesocial.seismic.com/au6e4w

08/26/2026

The U.S. government crossed $40 trillion in debt last week. That number has doubled in less than a decade, and it showed up about two years earlier than forecasters penciled in.

For more information on this and to read the full piece, click here: https://livesocial.seismic.com/ajURp9

08/19/2026

July's headline jobs numbers looked … fine. Unemployment fell to 4.1%, even though the economy unexpectedly lost 23,000 jobs.

For more information on this and to read the full piece, click here: https://livesocial.seismic.com/aqmDbC

08/12/2026

The U.S. opening weekend ticket sales for Spider-Man: Brand New Day topped $360 million, making it the highest-grossing U.S. domestic opening weekend of all time.

For more information on this and to read the full piece, click here: https://livesocial.seismic.com/aoiaYM

08/05/2026

Every summer our CIO Office surveys our incoming interns to see how the next generation spends, saves, and sees the world. Think of it as a sneak peek at tomorrow's consumer.

For more information on this and to read the full piece, click here: https://livesocial.seismic.com/aGFkYJ

07/30/2026

This month, Stifel's Chief Investment Officer, Michael O'Keeffe shares a mid-summer update across five fronts: the path forward after the U.S.-Iran peace agreement, an economy resilient despite risks, a "higher for longer" rate backdrop, equity valuations and earnings in focus, and the long-term themes – led by artificial intelligence – defining the future.

Read the full report here: https://stifel.info/ISB072026

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07/29/2026

Summer workouts are getting a tech upgrade: a new wave of "cooling" apparel uses advanced fabrics engineered to pull heat off the body and drop skin temperature, with some radiative-cooling materials claiming to keep skin several degrees cooler than plain cotton. The idea is less sweat and more staying power in the heat. Proof that even your gym shirt now comes with a spec sheet.

For more information on this and to read the full piece, click here:
https://livesocial.seismic.com/a_fJiN

07/22/2026

¡Campeones! Spain defeated Argentina 1-0 after extra time to win the 2026 World Cup, with substitute Ferran Torres scoring the game-winning goal. It marked Spain's first World Cup title since 2010! The tournament also made history off the pitch with the World Cup's first-ever halftime show, featuring stars like Justin Bieber and Shakira, making it a celebration of football, music, and love.

For more information on this and to read the full piece, click here:
https://livesocial.seismic.com/aBgTV1

Address

13030 Pierce Street Suite 201
Omaha, NE
68144

Telephone

+14023903020

Website

http://www.wealthbridgeadvisorygroup.com/, https://www.bhffinancial.com/index.htm

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