Knowledge is power and that’s why Montoya Wealth is now offering a convenient way for our clients to stay on top of their finances, even when they’re on the go. View the video to learn more.
Read More
If you aren’t working with a financial planner or you don’t have the time to do a full plan right now, you can follow these steps to keep your finances in pretty darn good shape.
Read More
We feel so strongly about the importance of operating as a fiduciary, in fact, that when we organized our business, we did so as a fee-only registered investment advisor, a business type required by law to practice as a fiduciary. We are also avid followers of legal news about financial fiduciaries.Of late, there’s been plenty to follow.
Read More
Wall Street may be turbulent, but you can stay calm. You could even look at this as a buying opportunity. Assuming this is a correction and nothing more, the market may regain its footing more quickly than we think.
Read More
Ann Sult is a mother and a grandma, but still, she’s not yet done giving birth. Her other children are grown and her official retirement date is four years past, but still. It’s just that these days, what she labors over isn’t flesh and blood, but paintings.
Read More
If your retirement dream is to sip a French roast coffee and savor a baguette from a sidewalk shop on the Champ Elysees peering at the Eiffel Tower, Brandon Montoya would welcome a postcard.
Read More