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Moving people forward – our plan to create more diversity in financial services
When we say we’re going to do something—we follow through. If you’ll remember back to Dave’s blog in July, we pledged to create new initiatives to encourage more diversity in financial services....
Biden’s tax proposals: what you need to know
After what felt like an endless presidential campaign, we now have a President-Elect. (I know, it’s not official yet… but let’s keep this a politics-free zone.) Of the many changes facing the nation...
Achieving happiness by reducing the reliance on results…it’s about what you’d expect
I read a great Morgan Housel quote over the weekend from his book The Psychology of Money. “Happiness, as it’s said, is just results minus expectations.” Think about that for a second. Or visualize...
Charitable contributions from IRAs: The all too often missed opportunity
Has “gratitude” been a recurring theme on your mind in 2020? Have you been asking yourself, “How can I give back?” Are you thinking about your year-end charitable giving? If you are 70 ½ or older,...
What is a Donor Advised Fund?
When looking to optimize your charitable giving, you may want to consider using a Donor Advised Fund. What is a donor advised fund, you ask? Well, here is a quick overview of what they are, how they...
You never know what you don’t know
A sound investment strategy grounded in patience is way better than trying to guess what will happen. Consider the question and statement below. “What do you think I should do with my portfolio...
Are Medicare premiums deductible? Why the answer might surprise you
Let’s be honest. Figuring out your insurance premiums can feel chaotically complicated. Tax laws are cryptic, options depend heavily on individual circumstances, and the whole system can all feel...
The future of wealth management
Monument Wealth Management is a special place. Monuments are profound places of reflection, celebration, erudition, and ultimately symbolize something significant and purposeful. Monuments connect...
3 types of financial advisors: Goldilocks edition
Remember the fairy tale about Goldilocks? You know, the little blonde girl who broke into the home of an innocent family of bears, and helped herself to three meals and a nap? Moral ambiguities...