JCB Wealth Management

JCB Wealth Management

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Financial Services in Kalispell, MT Advisory services offered through Cetera Investment Advisers LLC.

Yours, Mine, and Ours: Estate Strategies for Second Marriages 07/13/2026

Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.

Yours, Mine, and Ours: Estate Strategies for Second Marriages Second marriages are a trigger event to revisit any existing estate strategies.

The Week Ahead | Cetera 07/06/2026

The June Fed meeting minutes will reveal what policymakers are really thinking about inflation, interest rates, and the economy—and offer the first inside look at Chair Kevin Warsh's leadership. Why investors care? Per CIO Gene Goldman, if rates stay higher for longer, borrowing costs rise and stocks could face more pressure. Learn more in .

The Week Ahead | Cetera “Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

2026 Second Quarter Recap 07/02/2026

This Quarterly Recap summarizes market performance, major events and news from Q2 2026. Read more here:

2026 Second Quarter Recap Despite June valuation-concerning losses, the S&P 500 and Nasdaq Composite posted their strongest quarterly returns in six years, up 15.2% and 21.6%,…

Bi-Weekly Mortgage Payments 07/01/2026

Paying your mortgage every two weeks instead of monthly could knock years off your loan. See the numbers and decide if bi-weekly payments make sense for you.

Bi-Weekly Mortgage Payments See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.

The Week Ahead | Cetera 06/29/2026

The S&P 500 is up 7.5% through the first half of the year, but Middle East tensions, elevated valuations, and signs of consumer strain could bring volatility back into focus. Still, CIO Gene Goldman is optimistic. A resilient economy, sustainable earnings growth, and trillions in cash on the sidelines could make any pullback a buying opportunity. Learn more in .

The Week Ahead | Cetera “Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

Money Draining Food Myths 06/29/2026

Some diets lighten nothing but your wallet. Here’s a few to avoid.

Money Draining Food Myths These food myths will really put a drain on your wallet.

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720 South Main Street
Kalispell, MT
59901

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm