Skip to content
Heart Mountain Wealth Management  logoHeart Mountain Wealth Management  logo
  • Home
  • About Us
    • About Us
    • David Leighton
    • Our Investment Philosophy
    • About Raymond James
  • Who We Serve
    • Who We Serve
    • Business Owners
    • Families and Individuals
    • Pre-Retirees
    • Retirees
    • Women Investors
  • How We Serve
    • How We Serve
    • Our Process
    • Financial Planning
    • Portfolio Management
    • Retirement Planning
    • Risk Management
  • Resources
    • Resources
    • Client Access Videos
    • WorthWhile
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Heart Mountain Wealth Management
    254 E 2nd St Powell, WY 82435-1902 T: 307.459.6516
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Economy & Policy
    • Markets & Investing
  • Topic
    • Economy
    • Investment Strategy
  • Media
    • Article
    • Commentary
    • Document
    • Webinar
To mitigate risk, separate your personal and business assets
Approach your insurance coverage and your company’s legal structure thoughtfully to help distance your personal assets from your business’s.
Business Ownership
September FOMC meeting concludes with first rate cut of 2025
9/17/2025
Labor concerns and persistent inflation have the Fed penciling in up to two additional cuts by the end of 2025.
Markets & Investing
Read
Read
In meaningful memory: Donor advised funds as living legacies
Grief can be a galvanizing force for good, and DAFs can make it easier to channel that generosity while honoring a life.
Estate & Giving
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 and Investing
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
Read
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
Read
The popular rise of lifetime income on annuities
A look inside why more Americans are turning to lifetime income.
Markets & Investing
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
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
What's your return?
9/8/2025
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets and Investing

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.