Explore Our
“Off The Wall” Blog
Unique, straight-forward, unfiltered opinion on topics of concern for individuals with newfound wealth.
Interns Will Take on Several Roles at Advisory Firms this Summer
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 planning software to model client questions.
“We are all-hands-on-deck, so an intern will get a huge breadth of experience doing things here,” said Jessica Gibbs, a senior financial planner at Monument Wealth Management.
This year she’s held weekly, hour-long sessions with intern Jeff Thomas to dig into various fundamental planning topics, such as understanding all the facets of an annuity.
Mr. Thomas even sits in on some client meetings, which he says has helped him gain insight into what clients are interested in knowing more about.
“I’ve learned a lot about estate planning,” Mr. Thomas said. “I didn’t realize everything that went into it and the impact of things done today having implications later in life.”
Monument Wealth Management also bring non-finance interns into their operations.
It has two video production interns and a graphic design intern who work on marketing projects. This summer, these students are creating new graphics the firm’s advisers will use in their initial meeting presentations with prospects.
Read the full article on InvestmentNews here! >
IMPORTANT DISCLOSURE INFORMATION
Please remember that past performance is no guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Monument Capital Management, LLC [“Monument”]), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from Monument. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. No amount of prior experience or success should be construed that a certain level of results or satisfaction will be achieved if Monument is engaged, or continues to be engaged, to provide investment advisory services. Monument is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice.
A copy of the Monument’s current written disclosure Brochure discussing our advisory services and fees is available for review upon request or at www.monumentwealthmanagement.com/disclosures. Please Note: Monument does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Monument’s website or blog or incorporated herein, and takes no responsibility for any such content. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Historical performance results for investment indices, benchmarks, and/or categories have been provided for general informational/comparison purposes only, and generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results. It should not be assumed that your Monument account holdings correspond directly to any comparative indices or categories. Please Also Note: (1) performance results do not reflect the impact of taxes; (2) comparative benchmarks/indices may be more or less volatile than your Monument accounts; and, (3) a description of each comparative benchmark/index is available upon request.
Please Remember: If you are a Monument client, please contact Monument, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. Unless, and until, you notify us, in writing, to the contrary, we shall continue to provide services as we do currently. Please Also Remember to advise us if you have not been receiving account statements (at least quarterly) from the account custodian.