On the news of escalating trade tensions with China, volatility has once again returned to the market, and along with it, investor alarm. So what’s the right thing to do? The truth is, there’s no pat answer to that question. But there is one thing I can tell you that applies to anyone: It’s important to proceed thoughtfully and carefully.
Montoya Wealth Management was voted Best Financial Planner by Market Surveys of America. Along with the nifty plaque, we’re grateful for the faith our customers place in us. Thank you!
Montoya Wealth offers more than just investment management. In partnership with Right Capital, we also offer robust financial planning guided by cutting edge software. Find out if you’re on track for retirement. Buying a house, saving for college? Let Montoya Wealth help you get there. We offer retirement planning, college planning, social security optimization, tax planning and more. Watch the video below for more information.
Here’s the latest episode of She’s All That, featuring Montoya Wealth.
This afternoon, Brandon will be my guest on my radio show She's All That. The show airs today, April 1, at 12:30 pm on Prescott Public Radio, 89.5 and 90.1 FM. You can also listen via Tunein.com or by asking your smart speakers to play KJZA. If you miss the show, you can listen to it again as soon as the MP3 file goes up on the She's All That website.
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.