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...
by Monument Wealth Management Team | Apr 28, 2020 | Featured Articles
Sean Spicer and co-host Lyndsay Keith welcomed Monument President and Co-Founder David B. Armstrong, CFA back to their show Spicer & Co. on Thursday, April 23rd to continue the conversation about investing during the pandemic. Dave offered some COVID-19 financial...
by Monument Wealth Management Team | Apr 23, 2020 | Browse FAQ, Weekly Market Commentary
Here at Monument, we avoid identifying ourselves with cookie cutter industry terminology. We prefer to keep things real. In an industry largely characterized by a lack of corporate accountability and conflicts of interest, we want to help you understand how you can...
by Monument Wealth Management Team | Apr 2, 2020 | Featured Articles, Weekly Market Commentary
Sean Spicer and co-host Lyndsay Keith welcomed Monument President and Co-Founder David B. Armstrong, CFA to their show Spicer & Co. on Tuesday, March 31st to talk about investing during the pandemic. Dave shared his perspective on how to navigate the current...
