Core Wealth - Ritter

10/26/2026

Election season is here! Make sure to vote! 🗳 This is a great chart that illustrates that stocks do well under various political combinations. TLDR; Markets look beyond Washington, Emotions can cloud investment decisions, Long-term investors have been rewarded across political cycles, and stay focused on the plan!

10/23/2026

💝Today, please take a moment to remember the service members who lost their lives in the bombing of Beirut.

Today marks the 43rd anniversary of the Beirut barracks bombing on October 23, 1983, when 241 American service members lost their lives while serving on a peacekeeping mission in Lebanon.

As President Ronald Reagan once said:

"What they gave us is beyond our powers to repay. And so, when a serviceman dies, it's a tear in the fabric, a break in the whole, and all we can do is remember. They gave up everything for our country, for us."

Today, we honor their sacrifice, remember their families, and ensure their service is never forgotten. 🇺🇸❤️

On Oct. 23, 1983, the world woke to the news of terrorist bombing a...

09/05/2026

🏈 Gold Rush 💛💙💛 Welcome back, Bobcats!! 😺🐾

08/14/2026

Exam date: OCTOBER 29th, 2026! So much can change in a year, I set a big goal 12 months ago, and now it’s time to review and prepare for the CFP exam! Thankful for my BIF Babies study group, we will cross that finish line together! Liana Bekelian Deanna Kilgore

07/04/2026

🇺🇸1776-2026🇺🇸 250 years old, wow!🤩Wishing everyone a safe and fun celebration. Smile and wave to your neighbor today! 🎆👋❤️🤍💙

06/17/2026

🥳 Happy Birthday to Dan the Man with the Plan!! We are so grateful for your leadership, support, and steadfastness.🍻Cheers to a very solid Boss, Father, Husband, Opa, Certified Financial Planner, Marine, Golfer, and all around Human!! 🎉

05/28/2026

🇺🇸 Reflections of a beautiful Memorial Day. We honor the service members who gave the ultimate sacrifice for our freedom. We are so proud of Dan for all of the effort he exerts to make the parade a success every year! ❤️🤍💙 Thank you for the video Mikaela Dib!

04/16/2026

Birthday wishes from our favorite Broker-Dealer! gives us incredible support so we can do the best for you! This has been the greatest career pivot - I’m so grateful for another trip around the sun, in a field full of unlimited learning while helping people achieve their financial milestones. 🧚🏼‍♀️🥰

04/02/2026

📊2026 Market Outlook Recap: We love getting our clients together and sharing our best ideas with you!

BIG THANKS TO:

🧠 bringing your expertise out from Boston
😍.co the beautiful event space & lovely hosting
😋 catering was so good, I’m bummed I didn’t snap a photo of the beautiful spread!
🫒 for the door prize
🤝 @ all of our clients that showed up to learn more and stay informed! You fill our cups 🥰

PS - if you have wicked FOMO and you’re sad you couldn’t make it - you can always give us a call - Dan would love to yap it up with you about the financial markets! 😉

03/04/2026

This is a fun surprise: my boss is a cover model?!🤩🤯 thank you for this kind feature about the Ritters! We love our Bozeman community!🥰