Mountain View Strategic Wealth LLC

10/26/2026

Markets sent mixed signals last week as investors weighed a resilient economy against rising oil prices and questions about whether AI spending will pay off. Swipe for a closer look at what moved markets.

We will be watching the Fed’s decision, Big Tech earnings, and fresh growth and inflation data this week. As always, please reach out with questions about your portfolio or other wealth management matters.

10/19/2026

Estate Planning Awareness Week is a timely reminder that protecting your legacy requires more than a basic will, especially for high-net-worth individuals and families. As wealth grows, so can the complexity of preserving assets, minimizing tax exposure, planning for incapacity, and making sure your wishes are carried out clearly.

Swipe through for a few important estate planning considerations for high-net-worth individuals to keep in mind.

Thoughtful planning today can help create greater clarity and confidence tomorrow. Contact us to discuss your estate planning needs.

10/14/2026

🌟 Take the next step in your leadership journey!

Applications are now open for The Chamber Foundation’s Executive Leadership Program, a comprehensive, hands-on experience designed to develop the extraordinary leaders of tomorrow!

Through engaging lectures, panel discussions, peer-to-peer exercises, and real-world business challenges, participants will strengthen their leadership skills and gain valuable insights they can apply throughout their careers.

Whether you're a manager, entrepreneur, small business owner, nonprofit professional, or emerging leader, this program offers an opportunity to grow both personally and professionally.

📅 Application Deadline: Friday, November 6, 2026

Don't miss your opportunity to invest in your future and take your leadership skills to the next level!

A special thank you to our Program Sponsors, Antalek & Moore Insurance, Fisch Solutions, Mountain View Strategic Wealth LLC, and WMCHealth | MidHudson Regional Hospital, for their generous support!

10/03/2026

10/03/2026

Thanks to pros John Phillips and Clark Angevine.

09/28/2026

Stocks finished higher last week, even as Treasury yields climbed, and the economy continued to show strength. The picture isn’t all rosy, though, as September’s consumer sentiment data showed a decline amid inflation concerns. Swipe to learn more.

As always, know that we are keeping a close eye on developments. If you have any questions or would simply like to check in on your current strategy, please don’t hesitate to reach out. We are here to help.

09/24/2026

Hudson Valley Young Professionals

09/23/2026

is one of the most significant financial decisions you will make, and determining whether you are truly prepared can feel overwhelming. While every individual’s goals look different, there are key indicators that can help you understand when you may be ready to take that next step.

Our team at Mountain View Strategic Wealth is committed to helping you navigate this transition with clarity and confidence. If you are evaluating your retirement readiness and want expert guidance, we encourage you to reach out (text or call 845-834-4343). We are here to support you.

09/22/2026

September is National Preparedness Month. While many of us may think of emergency kits and storm plans, it’s just as important to prepare financially for and life’s unexpected moments.

When it comes to retirement planning, being prepared means building a strategy that can help weather challenges. Swipe to learn more.

If you would like to review your current retirement plan or discuss strategies for preparing for the unexpected, contact me (text or call 845-834-4343) today.

09/22/2026

The Federal Reserve raised interest rates last week for the first time in three years, judging the economy strong enough to handle it and inflation firm enough to demand it. Investors weighed the cost to growth until solid retail data late in the week eased concerns. Swipe to learn more.

As always, know that we are keeping a close eye on developments. If you have any questions or would simply like to check in on your current strategy, please don’t hesitate to reach out. We are here to help.