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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...
The Haystack: What do you mean?
Schools may be closed, but it is finals week here at Monument. And here’s a computational nugget for the mathletes out there. You are probably familiar with averages. Three children. Ages 3, 5, and...
We’re in the business of moving people forward
As I began writing this on behalf of the entire Monument Team, I started to grapple with the best way to weigh in on the national conversation surrounding racial inequality. Monument is in the...