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Blog

Curt Pouyer | Dec 8, 2022

Understanding Your True Risk Tolerance

Investments
Knowing both your financial and emotional risk tolerance could be vital to your portfolio performance.
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Curt Pouyer | Nov 7, 2022

The 2023 Cost-of-Living Adjustment

Retirement
Social Security and SSI benefits are increasing in 2023. Here’s what you need to know.
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A teenager holding a yellow and blue longboard talking to her friend
Curt Pouyer | Aug 5, 2022

Finance Lessons for Your Teen

Family
Finance
Teens are adults in training and an important part of your family's financial picture. Help them build good habits so they're ready for the future.
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Curt Pouyer | Mar 17, 2022

Benchmarking Mutual Funds: Are You Missing the Mark?

Finance
Tired of seeing your portfolio underperform?
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Curt Pouyer | Mar 8, 2022

Pre-Retirement Preparedness: Planning for Your Career Exit

Retirement
If you’re five to 10 years away from retirement, it’s time to start getting specific about your plans after exiting your career.
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Curt Pouyer | Feb 4, 2022

Video: How to Choose the Right Investment Advisor

Investments
When looking for any professional advisor, it is important to be able to match their characteristics, temperament, client profile and experience level to your
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Curt Pouyer | Jan 20, 2022

Why You Need an Investment Philosophy

Investments
Finance
It may be easier to stick to your financial goals if you have a strong investment philosophy in place.
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A pair of reading glasses sitting on an open textbook. The book has content on taxes.
Curt Pouyer | Nov 10, 2021

IRS Woes: Don't Let Taxes Derail Your Retirement Plans

Retirement
Tax Planning
Living on a fixed income can be difficult. Do you know how taxes will affect your financial health in retirement?
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An exit sign in a modern office building
Curt Pouyer | Oct 26, 2021

Small Business Owner Retirement: Dealing with an Unexpected Exit

Retirement
While you might have been planning your retirement for many years, there may come a time when you need to retire earlier than expected.
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An exit sign in a modern office building
Curt Pouyer | Oct 26, 2021

Small Business Owner Retirement: Dealing with an Unexpected Exit

Retirement
While you might have been planning your retirement for many years, there may come a time when you need to retire earlier than expected.
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Curt Pouyer | Aug 6, 2021

Common Investor Biases and How They Can Impact Your Finances

Investments
No matter how you invest, you may have biases that are impacting your decisions. Are you affected by one of these common biases?
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Curt Pouyer | Aug 3, 2021

Money Management 101: Tips for Your Kids Entering the Workforce

Savings
If your kids are starting to enter the workforce, whether it’s a part-time job just for the summer or a full-time job after graduation, it’s essential they know
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About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.

Locations

Colorado

100 Country Center Drive
Suite I
Pagosa Springs, CO
81147

Texas

21123 Eva Street
Suite 220A
Montgomery, TX
77356

Contact

970-398-0104
cpouyer@montgomerywealth.net
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