by MarcMontini | Jan 19, 2023 | Financial Planning, Foundations, Marc Montini, Montinico, Mutual Funds, Phoenix Retirement, Retirement, Retirement Concerns, Retirement Vehicles, Tax Planning
Inflation and the federal reserve’s actions to rein it in have combined to make 2022 one of the worst years investors have faced since 2008. Unfortunately, 2023 could be equally challenging as discussions of a full blown recession continue to gain momentum. Do you... 
by MarcMontini | Apr 25, 2019 | Marc Montini, Montinico, Mutual Funds, Uncategorized
Mutual Funds with Marc Montini While reviewing a prospective client’s existing portfolio, it is not unusual to see the portfolio filled with only mutual funds. Few people are aware that this may not be the best approach to asset management. With that being...
