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  • Heart Mountain Wealth Management
    254 E 2nd St Powell, WY 82435-1902 T: 307.459.6516
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Your year-end tax planning checklist
Kickstart your tax season planning with this list of important deadlines, relevant documents and strategy considerations.
Tax Planning
Individual bonds: Predictability in an unpredictable market
9/15/2025
Nick Goetze discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Read
Read
The Fed appears poised to restart its rate-cutting cycle
9/12/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
FOMC preview: Tariffs begin to bite, and the labor market softens
9/12/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
The popular rise of lifetime income on annuities
A look inside why more Americans are turning to lifetime income.
Markets & Investing
Read
Should your estate plan address addiction?
Determining how to address substance abuse and addiction among your beneficiaries can be a sensitive and difficult decision.
Estate & Giving
Watch Webinar
Webinar replay: The summer that surprised: Markets, policy and what's ahead
9/9/2025
Chief Investment Officer Larry Adam provides timely market and economic commentary and analysis.
Markets & Investing
Read
What's your return?
9/8/2025
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Is the equity market losing steam?
9/5/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Employment disappoints in August. Will the Fed disappoint in September?
9/5/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Infographic: 7 strategies to strengthen your 401(k)
If you’re contributing to an employer-sponsored 401(k) plan, consider taking these steps to help maximize your retirement benefits.
Retirement & Longevity

The future at your fingertips

Heart Mountain Wealth Management  logoHeart Mountain Wealth Management  logo
  • Heart Mountain Wealth Management
  • 254 E 2nd St Powell, WY 82435-1902
  • T: 307.459.6516
  • Map & Directions
  • Map & Directions

Golden State Form CRS

Investment advice offered through Golden State Equity Partners (GSEP), an investment adviser registered with the U.S. Securities and Exchange Commission. Heart Mountain Wealth Management is a DBA of GSEP. Registration as an investment adviser does not imply a particular level of skill or training.