Mont Wealth

Mont Wealth Our skilled wealth managers & investment executives provide you with leadership and knowledge to navigate the complex financial market environment.

We have over 100 years of combined experience. Financial Success it's done by design not by chance!

This Monthly Recap summarizes market performance, major events and news from May 2026. Read more here:
06/02/2026

This Monthly Recap summarizes market performance, major events and news from May 2026. Read more here:

U.S. stocks extended gains in May, with the S&P 500 ending the month with seven straight daily gains and its ninth consecutive weekly gain, its longest winning…

Childhood attitudes and habits can determine your child's health in his or her adult years.
06/02/2026

Childhood attitudes and habits can determine your child's health in his or her adult years.

Healthy habits are one of the greatest gifts to give your child.

Markets are riding a nine-week rally, but a data-heavy week will test that momentum. With PMIs, job openings, and the Ma...
06/01/2026

Markets are riding a nine-week rally, but a data-heavy week will test that momentum. With PMIs, job openings, and the May jobs report in focus, we are watching labor strength and inflation signals closely. The question: can the rally continue, or does volatility return? See what Chief Market Strategist Brian Klimke thinks in .

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

The average college senior graduates with credit card debt. How will your kids manage money?
06/01/2026

The average college senior graduates with credit card debt. How will your kids manage money?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

\$100 not spent is more like \$143. Intrigued?
05/31/2026

\$100 not spent is more like \$143. Intrigued?

One way to find money is to examine your current spending habits and eliminate money wasters.

Long-term care costs can be significant—and many people underestimate them. Use this tool to get a sense of what care mi...
05/30/2026

Long-term care costs can be significant—and many people underestimate them. Use this tool to get a sense of what care might cost and how to prepare.

Estimate potential long-term care costs and what coverage may help address them.

Is buying always better than renting? Not necessarily. Run the numbers on both sides to see which option makes more sens...
05/29/2026

Is buying always better than renting? Not necessarily. Run the numbers on both sides to see which option makes more sense for your situation and timeline.

Compare the long-term financial outcomes of renting versus buying a home.

Do you actually know what your car costs you in fuel each year? Enter your driving habits and gas prices to find out wha...
05/28/2026

Do you actually know what your car costs you in fuel each year? Enter your driving habits and gas prices to find out what your MPG really means for your wallet.

Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.

U.S. Service Members should consider taking advantage of programs that are available.
05/27/2026

U.S. Service Members should consider taking advantage of programs that are available.

Military families face unique challenges, making personal finance even more critical.

A quiet week for data, but Thursday’s PCE report still matters. Inflation is expected to remain above the Fed’s target. ...
05/26/2026

A quiet week for data, but Thursday’s PCE report still matters. Inflation is expected to remain above the Fed’s target. But the bigger driver? Geopolitics—especially in the Middle East. See why Chief Market Strategist Brian Klimke says markets may take cues from headlines, not data, in .

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

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