In a recent Financial Planning article, Journalist Katie Kuehner-Hebert shares the thoughts of our President and Co-Founder, Dean Catino, CFPⓇ, CPWAⓇ on investments with downside protection. Kuehner-Hebert writes, “Aside from fixed-income instruments, what other investments do advisers use to provide downside protection within their clients’ portfolios?” She then follows with Dean’s thoughts, “Clients should consider using short-term structured notes that offer about 40% …
A recent InvestmentNews article by Liz Skinner gives insight into a few financial internship programs, including ours, at Monument Wealth Management. Skinner writes: At Monument Wealth Management, which has eight people working at the $275 million AUM firm, its sole financial planning intern helps prepare for client meetings, tackling projects like examining performance reports for possible allocation adjustments and using …
In this On Wall Street article by Katie Kuehner-Hebert, our President and Co-Founder, Dean J. Catino, CFPⓇ, CPWAⓇ, touches on a few ways Monument builds awareness and credibility… In her article, Kuehner-Hebert writes: “The advisers at Monument Wealth Management in Alexandria, Virginia have had thought leader pieces published in Financial Planning magazine, The New York Times and The Washington Post, says Dean Catino, a …
In this On Wall Street article by Katie Kuehner-Hebert, our President and Co-Founder, Dean J. Catino, CFPⓇ, CPWAⓇ, explains why Monument doesn’t always “bite” when approached to buy another practice… In her article, Kuehner-Hebert writes: “Monument Wealth Management in Alexandria, Virginia, has been approached several times during the past nine years about buying another practice. But it hasn’t bitten because the firm’s model …
FinancialPlanning‘s Katie Kuehner-Hebert featured Monument’s President and Co-Founder, Dean J. Catino, CFPⓇ, CPWAⓇ, in her article, “Pro Bono Work Attracts Appreciative Clients.” In her article, Kuehner-Hebert writes: “Advisers do pro-bono work to give back, but one side benefit could be that those in the community are impressed and want to become clients…. Dean Catino, a CFP and the co-founder and president of Monument …
By Lauren Kaye, Marketing Editor at Brafton Inc. Read the Full Article on Brafton.com > Marketers in the financial services industry are usually afraid of content marketing and social media, even though they understand how important these approaches are for success today. Concerns about compliance hold them back. Burdened by the need to provide disclaimers about financial advice, market predictions, etc., …
By Sara Gilgore, Digital Producer at Washington Business Journal See the video and article on the Washington Business Journal website > Walk into David Armstrong’s personal office and an explosion of color pulls your eyes to the opposing wall. Vibrant hues splattered over an orange backdrop mimic the drip-painting style Jackson Pollock made famous. Nearly illegible, the letters “CM” hide in the …
Our first in an ongoing ‘Adviser’s Consultant’ series, featuring successful practice management strategies of advisers. By Liz Skinner Read article on InvestmentNews > Monument Wealth Management depends on its “advocates” for 90% of its new business, so president and co-founder Dean Catino spends much of his days keeping investment banking and other professionals up to speed on what his firm …
