Investment Management &
Retirement Income Planning
A DEDICATED ADVISOR
Through our partnership with you, we deliver comprehensive financial planning, holistic investment management, and retirement income strategies. We are dedicated to you every step of the way, providing financial clarity and solutions designed around your priorities and goals.
At Catamount Asset Management, we listen to you and understand your concerns. We can simplify and coordinate all of your financial services under one roof – whether that includes college, retirement, investment, insurance or estate planning.
Do You Have A Coordinated Retirement Blueprint?
An intentional income plan can help ensure your assets sufficiently meet your income and expenses today and over your lifetime. Contact us for a FREE, initial Income Plan.
HELPFUL MARKET INSIGHTS
Access our monthly Market Review commentary which provides a simple,
easy-to-understand assessment of the economy and financial markets. Do you have specific questions? Feel free to send us a message below!
All else equal, growth based on borrowed money instead of growth based on production produces unnecessary inflation.
Another year has come to a close. Now, the performance of economies and financial security markets can be journaled into history.
Whether a function of tax reform or rosy profits, stock prices will continue to push higher. And why shouldn't they?
US stocks are at all time highs and have been consistently strong. Many investors question how long this will last.
For investors wanting to buy into a newer bull market early, and since ‘there is always a bull market somewhere’, what other options might there be among developed stock markets?
Synonymous to the perfect blockage of sunlight by the eclipse, the final speeches that came after the monetary symposium kept financial market participants and economists in the dark.
To date, the Euro and Yen have appreciated by 12% and 6% against the US dollar, respectively. The currency gains are sizable considering government interest rates in the United States are higher than any other comparable economy.
The rise of short-term interest rates and the downward pressure on long-term interest rates is forcing the yield curve to flatten out.
Exchange-traded-funds and quantitative investing are revolutionizing traditional stock picking.
Investors sought out wealth preservation at the climax of military activity.
Is Your Portfolio Consistent With Your Flight Plan?
It is critical to periodically review your portfolio to ensure that it continues to reflect changes in your financial picture and the investment industry. Contact us for a FREE, initial Portfolio Analysis.
It can be difficult to make financial decisions without access to information. To schedule a time to discuss your financial future, contact us below or call us at 802-775-8883 today!