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Blog

A person holding a smartphone. On the phone screen is a series of charts and graphs showing an investment's performance.
Dan Ortt | Jul 13, 2022

Understanding Your True Risk Tolerance

Investments
Knowing both your financial and emotional risk tolerance could be vital to your portfolio performance.
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Two yellow balloons with smiley faces on them
Dan Ortt | Jun 13, 2022

Are Emotions Controlling Your Personal Finances?

Finance
Even with planning, our actions can be skewed by our emotions. Is it possible to overcome them?
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Two people having a picnic by a lake
Dan Ortt | May 13, 2022

How do I Start Planning for Retirement?

Retirement
If you haven't started planning for retirement yet, it's not too late.
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Elderly woman doing yoga in a park
Dan Ortt | Apr 13, 2022

The New Normal Retirement

Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
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Hands holding a small wrapped present
Dan Ortt | Mar 13, 2022

Charitable Giving: Doing Your Due Diligence

Finance
Tax Planning
Considering donating to a cause? There's a few things you should check first.
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Two older businesspeople looking at a tablet screen
Dan Ortt | Feb 13, 2022

Why Financial Professionals Are Still Important

Finance
Robo Advisors
With the popularity of robo-advisors, are financial professionals still necessary?
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An elderly man and woman sitting together. They have their backs to the camera and are looking out at a vineyard.
Dan Ortt | Jan 13, 2022

Financing Long-Term Care: Your Options Explained

Health
It's not always pleasant to think about the possibility of needing long-term care, but it's a necessary part of getting older.
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Elderly man and woman laughing. The man is holding a map, and the woman is wearing a backpack. They look like they are travelling.
Dan Ortt | Dec 13, 2021

Living the Dream How to Plan for Your Ideal Retirement

Retirement
The most important thing about retirement is that you have the time, money, and space to do what makes you happy.
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Man and woman shaking hands over a desk. On the desk is a laptop and a coffee cup.
Dan Ortt | Nov 13, 2021

More than Finances: The Benefits of Holistic Advice from Financial Professionals

Finance
When thinking about our physical health, it’s common to take a holistic approach. So why don’t we approach our financial health the same way?
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colleagues gathered around talking
Dan Ortt | Oct 13, 2021

Explaining the Benefits of a 401(k) to Young Adults Entering the Workforce

Retirement

If you have a child graduating from high school or college and entering the workforce, they may have the opportunity to open up a 401(k) through their new

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stock image
Dan Ortt | Sep 13, 2021

Should You Retire at the Same Time As Your Spouse?

Retirement

If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time. Many couples go through the

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Businesswoman looking at her phone
Dan Ortt | Sep 9, 2021

The Pros and Cons of Investment Apps

Investments
Technology
Not all investing apps are equal, and depending on your goals it may be better to work with a financial professional instead of an algorithm.
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daniel.ortt@lpl.com

   

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2425 West Central Avenue Suite 202-A
Missoula MT 59801

Daniel R. Ortt is a Registered Representative with and Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AZ, CA, ID, MT, NV, OR, WA, WY

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