Maddie Montanye
There's Still Time to Contribute to your IRA!
If you haven’t already contributed to an IRA (Individual Retirement Account), there’s still time to do so. Many people don’t know that...
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Blog
Maddie Montanye
- Mar 5, 2021
- 2 min
What is an SPAC?
The acronym “SPAC” is showing up more often these days because there is some big money behind the revitalized investment approach. SPAC...
Maddie Montanye
- Feb 11, 2021
- 2 min
Retirement Questions that Have Nothing to Do with Money
Retirement planning is not entirely financial. Your degree of happiness in your “second act” may depend on some factors that don’t come...
Maddie Montanye
- Dec 2, 2020
- 1 min
Coronavirus Vaccines and the Economy
As the United States sees a rise in cases of COVID-19 across the nation, news of two promising vaccines out of hundreds being tested has...
Maddie Montanye
- Nov 24, 2020
- 4 min
Annual Financial To-Do List
What has changed for you in 2020? For many, this year has been complicated. Did you start a new job or leave a job behind? Did you...
Maddie Montanye
- Sep 17, 2020
- 2 min
When the Fed Talks, Bond Investors Listen
Recently, you may have read that Federal Reserve Chair Jerome Powell announced a change in how the Fed views inflation. In the past, the...
Maddie Montanye
- Aug 31, 2020
- 3 min
A Unique Year for Retirement
Q: What makes 2020 a unique year for retirement? A: Big changes to retirement account rules. You can attribute those changes to two major...
Maddie Montanye
- Jul 22, 2020
- 2 min
Lead, Lag and Coincident Indicators
In the era of COVID-19, and the financial woes it has created, I often get asked, “Why is the stock market holding up so well when the...
Maddie Montanye
- Jul 9, 2020
- 1 min
Will Phase 4 Happen?
With the economy and financial markets flashing mixed signals, it’s no wonder that lawmakers are deadlocked on whether to pass a Phase 4...
Maddie Montanye
- Jul 1, 2020
- 2 min
Some Important Retirement Account News
With all that is going on, it is easy to let finances slip to the back of your mind. But, the CARES Act made some important changes to...
Maddie Montanye
- Apr 8, 2020
- 2 min
Key Provisions of the CARES Act
Recently, the $2 trillion “Coronavirus Aid, Relief, and Economic Security” (“CARES”) Act was signed into law. The CARES Act is designed...
Maddie Montanye
- Mar 25, 2020
- 2 min
Finding the Silver Lining
In these unprecedented times it is easy to get caught up in the doom and gloom that is constantly reported on in the media. But, hidden...
Maddie Montanye
- Mar 6, 2020
- 4 min
Coronavirus and the Markets
We are currently experiencing meaningfully down days in the stock market. Covid-19, otherwise known as the Coronavirus, has markets on...
Maddie Montanye
- Feb 20, 2020
- 2 min
Retirement Is a Beginning
See if you are prepared to begin your retirement by answering four key questions. There are two sides to being ready to retire. The...
Maddie Montanye
- Jan 16, 2020
- 2 min
Tremendous Gains Since 2009
A look at where stocks were in 2009 and how they have performed since. Where were you on March 9, 2009? Do you remember the headwinds...
Maddie Montanye
- Jan 7, 2020
- 3 min
The SECURE Act
As we welcome in a new year, we are also welcoming in one of the largest changes to U.S. Retirement legislation in the last decade. The...
Maddie Montanye
- Dec 18, 2019
- 3 min
A Retirement Fact Sheet
A Retirement Fact Sheet Some specifics about the “second act.” Does your vision of retirement align with the facts? Here are some...
Maddie Montanye
- Nov 21, 2019
- 2 min
Measuring the Value of Advice
One study asserts that these relationships can make a difference for investors. What is a relationship with a financial advisor worth to...
Maddie Montanye
- Oct 15, 2019
- 2 min
The Sequence of Returns
What exactly is the “sequence of returns”? The phrase describes the yearly variation in an investment portfolio’s rate of return. Across...
Maddie Montanye
- Oct 10, 2019
- 4 min
Annual Financial To-Do List
What financial, business, or life priorities do you need to address for the coming year? Now is a good time to think about the investing,...
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