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Stay in the know with our quarterly newsletter.

Tracking trends and leveraging insights, we sift through the noise and help you stay current, so you can feel confident and empowered in your financial future.
Winter newsletter

Winter 2025

Winter in Montana

It’s been another very good year for equity markets, with stocks hitting several new highs since their low point in April. ... (read more)

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Fall Newsletter

Fall 2025

Fall in Montana

The year started off a little rough for equity markets, but results turned swiftly higher during the 2nd and 3rd quarters. ... (read more)

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Summer newsletter

Summer 2025

Summer in Montana

The first half of the year has been volatile for equity markets. The S&P 500 hit an all-time high in February, but rumors about potential tariffs weighed on markets, and they drifted lower throughout March. ... (read more)

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Winter newsletter

Winter 2024

Winter in Montana

Financial markets have been strong this year. The optimism pushing stocks higher seems well-placed, as inflation has declined to below 3% over the past 18 months from a peak of almost 10%. While not yet oficially declaring victory ... (read more)

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