by Jessica L. Gibbs, CFP | Jun 30, 2020 | Invest My Wealth, Manage Multi-Generational Wealth, Optimize My Taxes, Plan for Retirement, Weekly Market Commentary
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 certainly true for your finances. Markets may be volatile, your plans for...
by David B. Armstrong, CFA | Jun 29, 2020 | Watch Wealth Management Videos, Weekly Market Commentary
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 on: Cleaning my basement. Being quarantined for over 100 days now in...
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 Emily M. Harper, CFP® | Jun 26, 2020 | Plan for Retirement, Sell My Business, Weekly Market Commentary
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 now, grow your money over time, and decrease your concentration risk...
by David B. Armstrong, CFA | Jun 19, 2020 | Invest My Wealth, Weekly Market Commentary
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 because for the two decades I’ve been in this industry, “the next big...
by Erin M. Hay, CFA | Jun 17, 2020 | Invest My Wealth, Weekly Market Commentary
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 9. Average age = 5.7 years. *Yawn* And you are probably familiar with...
