Robert Ellington-Montes

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Join date: Sep 17, 2025

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Robert Ellington-Montes is a financial advisor based in Missoula, Montana, working with Lasalle St. Investment Advisors, L.L.C. Robert has previously worked at Pfs Investments Inc, Us Army, Securities America, Inc, Securities America Advisors, Lasalle St. Securities, LLC, and Lasalle St. Investment Advisors, LLC. Robert has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona, Florida, Illinois, Iowa, Kansas, Michigan, Montana, New York, Oregon, Pennsylvania, and Texas. Currently, Robert is part of Lasalle St. Investment Advisors, L.L.C, which has 70 offices and 144 employees. The firm manages $4.3 billion in assets and serves both charitable organizations and high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Lasalle St. Investment Advisors, L.L.C includes asset-based, hourly, and fixed fees.

Posts (28)

Aug 3, 2026 ∙ 7 min

July Exposed a Hidden Risk in Millions of Portfolios — Here’s What It Means for Your Money

Key Takeaways The S&P 500 finished July essentially flat (down roughly 0.1%) while remaining up approximately 10% year-to-date. Semiconductor stocks experienced a sharp pullback of roughly 22%, driving most of the month’s volatility. International developed markets (MSCI EAFE) held up relatively well and finished modestly higher. Corporate earnings showed broader strength beyond a handful of mega-cap technology names. Technology currently represents about 37% of the S&P 500, creating...

Jun 16, 2026 ∙ 4 min

Mid-2026 Market Outlook: Why American Families Are Still Winning Despite the Chaos

Key Takeaways Major U.S. stock indexes have delivered solid gains in the first half of 2026, with the S&P 500 up approximately 9-10% year-to-date despite significant global turbulence. The rally has broadened beyond Big Tech, with small- and mid-cap companies joining the advance — a healthy sign for diversified investors. Key supports include resilient job growth, continued AI-driven innovation, and recent easing in oil prices. Headwinds remain: geopolitical tensions, sticky inflation, and...

Jun 2, 2026 ∙ 7 min

May 2026 Market Review: U.S. Stocks Hit Fresh Records on AI Momentum — What the Cooling Jobs Data and Sticky Inflation Mean for Your Portfolio

Key Takeaways The S&P 500 rose approximately 5%, the Nasdaq surged more than 8%, and the Dow gained nearly 3% in May 2026, with all three major U.S. indices closing at new all-time highs. Strong corporate earnings — especially in technology and AI-related companies — combined with continued heavy investment in AI infrastructure were the primary drivers of the rally. A softer-than-expected April jobs report (+115,000 jobs) and a modest reacceleration in inflation to 3.8% year-over-year...