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Kicking Off 2026 with Broadening Momentum: US Markets Hit Records Amid AI Surge and Sector Rotation
As we launch into a fresh year, the US stock market delivered an encouraging signal of resilience and diversification, closing the first trading week of 2026 with solid gains across major indexes. This performance not only positioned equities near all-time highs but also highlighted a shift toward broader participation beyond the usual tech giants, offering a promising backdrop for investors focused on long-term wealth management. At Nexus Wealth Management , our Missoula-bas

Robert Ellington-Montes
16 hours ago5 min read


2026 Market Outlook: Optimistic Horizons with Balanced Perspective
As we step into 2026 , the U.S. stock market stands poised for continued growth after a resilient 2025. At Nexus Wealth Management , our Missoula-based team remains genuinely optimistic about domestic equities, supported by AI-driven innovation, resilient corporate earnings, and a supportive policy environment. Analysts across Wall Street—drawing from firms like Morgan Stanley, JPMorgan, and Goldman Sachs—project the S&P 500 reaching the 7,500-8,000 range by year-end, implyi

Robert Ellington-Montes
7 days ago2 min read


Wrapping Up 2025: Steady Resilience Amid Holiday Whispers – A Nexus Wealth Management Perspective
As 2025 drew to a close, the U.S. stock market embodied quiet strength, navigating year-end adjustments with a resilience that underscored the year's br oader gains. Despite modest monthly movements and typical seasonal pauses, major indexes hovered near record highs, reminding investors of the economy's enduring momentum. At Nexus Wealth Management , our Missoula-based financial advisory team views this as a moment to reflect on balanced strategies, from 401k benchmarking to

Robert Ellington-Montes
Jan 45 min read
Holiday Rally Caps Off a Resilient 2025: How Markets Delivered Year-End Gains and What It Means for Your Portfolio
As we wrap up 2025, the U.S. stock market delivered a festive finale in a holiday-shortened week, showcasing the economy's underlying strength despite lighter trading. With broad gains across major indices and standout performances in tech and commodities, this period highlighted opportunities for investors focused on long-term wealth management. At Nexus Wealth Management , our Missoula financial advisory team sees this as a reminder of the importance of balanced strategies

Robert Ellington-Montes
Dec 28, 20254 min read
Cautiously Optimistic: Nexus Wealth Management's Outlook for the Markets in 2026
As we close out a resilient 2025—with the S&P 500 delivering approximately 17-18% year-to-date gains and hovering near record levels around 6,850—many families are asking the same question: Where do we go from here? At Nexus Wealth Management in Missoula, our research team takes a balanced, data-driven view. We're cautiously optimistic for the next 3-6 months into 2026, expecting modest single-digit gains for the S&P 500, supported by solid earnings growth, ongoing AI-driven

Robert Ellington-Montes
Dec 22, 20253 min read
Tech's Late Rally Rescues a Rocky Week: Insights from Nexus Wealth Management
In a week that reminded us of the market's inherent resilience, U.S. equities navigated mid-week turbulence to close on a modestly positive note, driven by strong tech performances amid cooling inflation signals. At Nexus Wealth Management, our research team in Missoula analyzed these shifts, highlighting opportunities for personal financial planning and wealth management strategies that prioritize long-term stability for families like yours. Whether you're benchmarking your

Robert Ellington-Montes
Dec 22, 20254 min read


What to Do with an Inheritance : 6 Steps to Protect & Grow Your Money - Robert Ellington-Montes // Nexus Wealth Management
Just inherited money, received a life insurance payout, settlement, or divorce assets? Don’t lose it to taxes, probate, or bad decisions — here’s exactly what to do with an inheritance in 2025-2026.
fmonte16
Dec 9, 20252 min read
Dodging Retirement Roadblocks: 5 Costly Mistakes Missoula Professionals Can Sidestep
Key Takeaways Diversification is your safety net : Learn why spreading investments protects against big losses, much like steady weather in San Diego versus wild swings in St. Louis. Passive isn't always peaceful : While hands-off strategies have merit, blending them with expert management from teams. Think beyond stocks : Investments are just one puzzle piece—address debt, insurance, and estate planning through our comprehensive Financial Diagnostic to conquer the 8 Enemies

Robert Ellington-Montes
Dec 1, 20254 min read
Navigating the November Dip: Tech Pullbacks, Shutdown Relief, and Smart Strategies for Household Financial Strength
As we wrap up the first full week of November 2025, the U.S. stock market took a modest step back, reflecting a natural pause after recent highs amid lingering uncertainties like the recently resolved government shutdown and valuation concerns in tech. Yet, this "soft" week—marked by dips in major indices—highlights the market's resilience, with positive undercurrents from strong corporate earnings and AI advancements offering reassurance for long-term investors. At Nexus Wea

Robert Ellington-Montes
Nov 10, 20255 min read
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