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Luck, timing, and skill – How good are you?
Imagine Jim and Pam both live in D.C. and have a dinner meeting in Charlotte at 6pm. Since Pam does not like Jim’s choice in music, they decide to drive separately. Driving at an average speed of...
What doesn’t crush you makes you stronger…or at least it should
It’s an old saying from my Marine Corps days that was uttered, often by the new “boots”, as false motivation and bravado after a hard training evolution…”What doesn't kill you makes you stronger.”...
Retirement Plans for Business Owners
Are you one of the 62% of self-employed Americans putting your cash exclusively in a savings account, even money earmarked for retirement?1 If so, you are missing opportunities to reduce your taxes...
Should you have FAAMG stock concentration or moderation?
I’m getting a lot of questions that are a variation of one major question: “Do you own FAANG/FAAMG stocks?” My answer? No—well at least not individually. Here’s one reason why… Concentration. The...
The future of the economic recovery will be decided by another lockdown – is one coming?
I believe that if fatalities stay in their declining trend, the likelihood of a second public lockdown stays low and the economy will continue its recovery. The topic of COVID cases increasing has...
Finding the Silver Lining: 8 Wealth Planning Opportunities
If you’re like me, you’ve been seeking out the silver linings in these unprecedented times. Albert Einstein said it most succinctly: “In the middle of difficulty lies opportunity.” And that’s...
Vlog: Time to Clean Out Your Financial Planning Basement?
Hey, Dave Armstrong here with Monument Wealth Management. I know it has been way longer than a hot second since I’ve done a video, but something inspired me the other day to finally turn the camera...
Tax-Loss Harvesting Explained
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...
How great things get done (hint, not all at once)
That “sucking through the teeth” sound you heard last week is a function of everyone being on edge since February…In fact, I feel like it’s been this way since 2008. Maybe even 2001. I say that...