by Monument Wealth Management Team | Sep 25, 2020 | Invest My Wealth, Weekly Market Commentary
So, what exactly is recession proofing anyway? Recession proofing describes the practice of safeguarding your portfolio from the effects of an economic downturn. The path to implementing this practice can look different for every investor. For some, this may mean...
by Monument Wealth Management Team | Sep 9, 2020 | Featured Articles
We’ve said it time and time again—keep looking forward, beyond the volatile COVID-19 market. But what’s the best strategy to effectively get through these market hiccups? Our co-founder, Dean J. Catino, CFP®, CPWA® caught up with Grow to talk the ups and downs of the...
by Monument Wealth Management Team | Sep 9, 2020 | Browse FAQ, Invest My Wealth, Weekly Market Commentary
Expense ratios can be confusing. What are they? What do they reveal about a fund? Why should you, as an investor, care about any of this? Understanding expense ratios is important if you have invested in a fund (or ever plan to). Whether we’re talking about Exchange...
by Monument Wealth Management Team | Jun 26, 2020 | Invest My Wealth, Optimize My Taxes, Weekly Market Commentary
If losses hurt, psychologically, twice as much as gains bring joy – why would you ever sell a security at a loss if there are other options available? You may have asked yourself this at one point or another, particularly if you’ve come across the phrase “tax-loss...
by Monument Wealth Management Team | May 1, 2020 | Featured Articles
Optimizing financial advisor practices during the current pandemic As the evolution of the business world increases pace during this pandemic, Financial Advisors share their experiences on an InvestmentNews webcast, “Navigating 2020: Optimizing Your Practice During...
