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Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!

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Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

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When Markets React

When markets shift, experienced investors stick to their strategy.

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Retirement Redefined

Around the country, attitudes about retirement are shifting.

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It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.

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A team approach to financial planning

At Monat Wealth Management, we not only work as a team towards accomplishing your comprehensive financial planning needs, but we also work with your other existing professionals. Whether it's collaborating with your CPA on tax planning or your attorney on estate planning, we find that complimentary relationships with these professionals is critical to your success.

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What Does Your Retirement Look Like?

Our first priority is to take care of you and your family at every stage of life. Monat Wealth Management wants to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance.

We understand that each individual faces unique challenges in their financial lives, and take the time to understand your needs and concerns to craft a plan tailored to meet your financial goals and objectives.

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