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SAN ANTONIO BUSINESS JOURNAL – As the November election approaches, accountants and money managers are fielding calls from clients — especially high earners — seeking advice in anticipation of possible tax changes. Todd Brockwell, president of Monticello Wealth Management, a …
SPECTRUM NEWS – After weeks of steep market declines and headlines warning that we’re careening toward a global financial crisis, you may be ready to cash out. But, Texas-based financial expert, Todd Brockwell, is cautioning investors against giving up too …
SAN ANTONIO BUSINESS JOURNAL – “At Monticello, we don’t do knee-jerk-reaction decisions based on the market going up or down,” Todd Brockwell said. “These are long-term strategies. We haven’t changed our colors.” He said Monticello has told its client base …
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