Montana Retirement Income Advisory

05/29/2026

Don't forget to fish on!

05/29/2026

Is your home an asset or a liability?

05/28/2026

Interest rates will continue to be a topic of discussion through 2026 with a new Federal Reserve President.

The next Fed chair wants lower rates. But the data might make that impossible.

05/28/2026

The impact of index investing is impressive. SPY (S&P 500 ETF) is the most traded security in the world.

05/27/2026

Thank you! You helped us reach Top 3 advisors milestone in Missoula! We appreciate all the Google Reviews that you took the effort to do! If you want to help us out, leave us a review here: https://g.page/r/CVgu6GsMq60IEBM/review

05/27/2026

We have a newsletter that talks about everything we see in the office but don't have a chance to tell our clients about. If you're interested in getting the professional lowdown on everything retirement.

The link is here:

https://shanes-newsletter-b6fb03.beehiiv.com/?_gl=1*omnozk*_gcl_au*ODk0OTQ0OTkwLjE3Nzg1OTg0NjkuMzE5NTU3OTM0LjE3Nzk4OTQwMzIuMTc3OTg5NDA2NQ..*_ga*NjczNjU1OTQxLjE3Nzg1OTg0Njk.*_ga_E6Y4WLQ2EC*czE3Nzk4OTM3NTEkbzIyJGcxJHQxNzc5ODk0MjAxJGo1MCRsMCRoMTk4MTIyMzA3Nw..

05/26/2026

With a new Federal Reserve president, interest rates will be a focal point for the rest of the year.

05/25/2026

On this market holiday, its a good change to review the ETF's in your portfolio. Do you know what you're invested in?

05/22/2026

Gold continues to be a topic of conversation when it comes to investing a geopolitics. Image courtesy of Visual Capitalist Elements.

05/21/2026

Are you searching for losses in your portfolio?

The stock-market surge has propelled the use of a new kind of tax-loss harvesting. We break it down.