Latest
Apr
08
Global Stock Markets Face Turbulence: A Recap of March 28 to April 4, 2025
The week of March 28 to April 4, 2025, sent shockwaves through global stock markets as investors reacted to escalating
3 min read
Apr
04
March 2025 Market Recap: Insights From Missoula Financial Advisors
March Market Recap: Navigating the Ups and Downs
Think about March for a moment—what a wild ride! The markets
2 min read
Apr
04
Is Your 401(k) Ready For A DOL Audit?
401(k) plans are a vital part of employee benefits, offering a path to retirement security. However, they come with
6 min read
Mar
31
Top 3 Mistakes Plan Administrators Make with 401(k) Plans: Avoid These Costly Errors
401(k) plans are a vital benefit for employees, offering a structured way to save for retirement, while also serving
8 min read
Mar
28
Weekly Stock Market Update: March 21-March 28, 2025
Hey everyone! Welcome to this week’s stock market update. If you’ve been keeping an eye on the markets,
4 min read
Mar
10
Market Update: February Overview
February delivered an interesting mix for markets, with bonds and international stocks taking the lead. Meanwhile, U.S. equities faced
4 min read
Jan
08
Market Update: December 2024
Though December had its challenges, both stocks and bonds closed the year with positive returns. Here's a detailed
2 min read
Dec
19
The Changing Landscape of Retirement Plan Fees: Understanding Your Fiduciary Responsibilities
Remember the good old 1980s and the classic TV show G.I. Joe? At the end of each episode, there
5 min read
Aug
11
Submission Complete! Please See Below For Next Steps
Thank you for taking the time to submit your financial plan questionnaire (if you have not completed it yet, you
1 min read
Jul
24
