A private, independent, fee-only wealth management and financial planning firm.

The Positive Impact of a Steady Approach

What a quarter!  So, what has the market done so far this year?  The market did exactly what the market has always done – it went down and then it went back up.  While the historical norm, market downturns never stop bringing out our worst emotional tendencies: Sell everything!  It’s never getting better!  This time it’s different!  The truth is, though, that those statements rarely ever pan out.  Let’s take a look at the S&P 500 so far this year (through the first quarter): Continue reading

Remembering Bill Russell

With great sadness we note the passing of William H. Russell, III. WHRWhile Bill was well known for his expertise in the trust area, we will remember him as a friend and mentor. MontVue Capital Management has benefitted from his experience, encouragement and expectations of excellence. His full obituary can be found here.

Remembering the family,

Sarah, Anne, and John
MontVue Capital Management

The Federal Reserve and Your Portfolio

If you attended our Autumn gathering you heard us discuss the Federal Reserve, interest rates, and how changes in monetary policy affect your portfolio.  The conversation was well-received and so we thought we’d share the highlights with you: Continue reading

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