Mountain View Strategic Wealth LLC

09/02/2026

August saw inflation hold above the Federal Reserve’s target, bond yields stay elevated, and oil swing sharply on geopolitical tensions.

The economy wasn’t faltering, just running at two speeds, as demonstrated by strong performance from the services sector, which was offset by a marked pullback in the manufacturing sector. That divide, layered on top of a low-hire, low-fire labor environment and persistent inflation, complicates the outlook for both growth and Fed policy. Swipe to see more.

As always, if any of this raises questions about your own portfolio, we are just a call or email away. Helping you make sense of it all is exactly what we are here for.

08/27/2026

Longer life expectancies are reshaping how we plan for retirement, and our team at Mountain View Strategic Wealth is here to help you navigate these changes. With more years to prepare for, your income and savings may need to support a longer timeframe than originally anticipated.

That is why a financial strategy designed for long-term stability is essential. A well-structured approach can help ensure your retirement remains secure and aligned with your goals.

If you would like to review your retirement strategy or confirm that your plan supports an extended future, our team is ready to assist. Reach out to us anytime. Call or text 845-834-4343.

08/26/2026

Amazing news for all Mountain View Strategic Wealth LLC clients – current and future! We partnered with Altruist earlier this year to provide custodial services to our clients, and have been very pleased to work with Altruist with positive feedback from all impacted clients. Now the prospect of compounding the Vanguard effect across more client accounts, taking advantage of Altruist technology, and the integration of the two makes us more optimistic than before about the level of client experience that we can deliver in the future.

Vanguard's deal pairs its scale with Altruist's AI-driven custody platform, aiming to widen access to financial advice nationwide.

08/26/2026

At Mountain View Strategic Wealth, we know that investing can feel complex—especially when terms like stocks and shares get used interchangeably. While they’re closely related, they represent different parts of the ownership picture.

Understanding these basics is an important step toward building confidence in your investment strategy.

If you’re looking to strengthen your financial plan or simply want clarity on where you stand, our team is here to help. Reach out anytime to review your strategy and explore your next steps.

08/25/2026

Last week was marked by contradiction. Consumers pulled back, yet a cluster of forces kept interest rate risk dictating the pace of the economy.

Inflation remained stubborn, oil prices climbed on the U.S. threat of new economic sanctions on Iran, and federal borrowing pushed higher. Ultimately, long-term Treasury yields ended up setting the market’s mood, and stocks closed lower. Swipe to see more information.

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.

08/17/2026

Last week, the S&P 500 briefly hit record highs, and the Nasdaq drew fresh enthusiasm for AI infrastructure spending. However, Friday reversed some of that optimism, as sluggish retail sales and rising oil prices tied to Strait of Hormuz tensions pointed to a slowing consumer colliding with a potential energy shock.

Swipe for more information. And as always, do not hesitate to reach out with any questions or concerns. We are here to be a resource for you.

08/13/2026

The average worker changes jobs every four years. Job changes are one of the most common times employees come to their employers with questions about what to do with their 401(k). As an employer, understanding the basics of 401(k) rollovers can help you point employees in the right direction and ensure this process is facilitated smoothly.

Swipe through for a high-level overview of what employees typically face when navigating a 401(k) rollover during a job transition.

If you have questions about your retirement plan or would like to talk through your current transfer process, do not hesitate to reach out. We are here to help.

08/11/2026

At Mountain View Strategic Wealth, we know that age is only one factor in building a smart investment strategy. A well-rounded asset allocation should reflect your goals, your timeline, and how comfortable you are with risk.

Our team takes a thoughtful, personalized approach to help you stay aligned with your long-term financial plan and vision.

If you're ready to review your current allocation or discuss your investment strategy, reach out to us. We're here to help you make confident, informed decisions every step of the way.

08/10/2026

If you're a real estate investmentor or own the real estate that you operate your business in, let's talk about a super cool tool: the 1031 tax exchange!

So, what's a 1031 tax exchange, you ask? Well, it's like a magic trick for property investors. 🎩✨ Swipe for more info 👉

If you are familiar with 1031 exchanges, but want to learn how our firm can help you exchange out of a property into a real estate portfolio instead of one single property, let's chat about real estate as an investment. Drop a comment or send us a DM! #1031

08/08/2026

Our team wants to share a powerful tool that often gets overlooked: The credit card points sitting in your wallet right now might be worth more than you think.

A lot of people earn rewards without ever stopping to check what they're actually worth or how to get the most out of them. Swipe through this post for a few things our team has found helpful to keep in mind.

These tips don't require an overhaul of how you use credit, just a bit more strategy behind decisions you're already making.

As always, if you have any questions about your finances or would like to talk through any planning, don't hesitate to reach out. We're here to help.