Success Podcast

Monument Team on Steve Sanduski’s “Between Now and Success” Podcast

The Monument Wealth Management Team Featured Articles

Listen to the Monument Team on Steve Sanduski’s Between Now and Success podcast!  In this episode, Sanduski discusses: Monument’s internship program with Brand Manager, Brittany Dewberry and Design Intern, Kristie Beyer Monument’s succession planning with Senior Financial Planner, Jessica Gibbs, CFP® and President and Co-Founder, David Armstrong, CFA Some highlights of Dave’s career transition from the United States Marine Corps to …

Northern Virginia Magazine Top Financial Professionals Badge MWM

Northern Virginia Magazine’s List of “Top Financial Professionals” Names Monument Team Members

Brittany R. Dewberry Featured Articles

Monument Wealth Management’s David B. Armstrong, CFA, Dean J. Catino, CFP®, CPWA®, and Eitan Z. Boral, CFA are recognized as Top Financial Professionals in the August 2018 Issue of Northern Virginia Magazine! Our Team is honored to be recognized on Northern Virginia Magazine’s 2018 list of Top Financial Professionals. We were nominated by local financial professionals through Northern Virginia Magazine’s …

Outstanding Corporate Citizenship Awards 2018

Monument Wealth Management Nominated for Outstanding Corporate Citizenship Award

The Monument Wealth Management Team Featured Articles

Monument Wealth Management has been nominated for Northern Virginia Chamber of Commerce’s Outstanding Corporate Citizenship Award for above-and-beyond business leadership, employee engagement, and corporate social responsibility. Our Monument Team is proud to announce our nomination for the 2018 “Outstanding Corporate Citizenship Award” run by Northern Virginia Chamber of Commerce. To qualify, a small business must have less than 100 employees …

American Express Open Forum - Featured Image

Employee Retirement: 4 Options for Offering Your Workers a Savings Plan

Outside Resource Featured Articles

Providing employee retirement benefits can help build loyalty among your staff and increased job satisfaction. But where can you start?  Business owners will benefit from reading this article on AmericanExpress.com, which features our President & Co-Founder, Dean J. Catino, CFPⓇ, CPWAⓇ. Read “Employee Retirement: 4 Options for Offering Your Workers a Savings Plan” on the American Express website >  

Kitces Nerds Eye View

David Armstrong on Michael Kitces’ “Financial Advisor Success” Podcast

Outside Resource Featured Articles

Listen to Monument’s President and Co-Founder, David B. Armstrong, CFA on Michael Kitces’ Financial Advisor Success Podcast!  In this episode, Kitces and Armstrong discuss all types of decisions business owners face, including custom designing your office for a better data gathering experience. Read the transcript and listen to the Financial Advisor Success Podcast here on Michael Kitces’ Nerd’s Eye View website …

2017 CARE Awards Great Place to Work

Monument Wealth Management Honored As Great Place to Work Through CARE Awards

The Monument Wealth Management Team Featured Articles

Northern Virginia Family Service (NVFS) selects Monument Wealth Management as a leader in family-friendly policies, employee engagement and community impact to receive its Companies As Responsive Employers (CARE) Award. For 25 years, the Companies As Responsive Employers (CARE) Awards, presented by Northern Virginia Family Service (NVFS), have provided insight into employees and programs, offered a forum for innovative thinking and …

Financial Planning Magazine

Getting Downside Protection Without Using Fixed Income

Outside Resource Featured Articles

In a recent Financial Planning article, Journalist Katie Kuehner-Hebert shares the thoughts of our President and Co-Founder, Dean Catino, CFPⓇ, CPWAⓇ on investments with downside protection. Kuehner-Hebert writes, “Aside from fixed-income instruments, what other investments do advisers use to provide downside protection within their clients’ portfolios?”  She then follows with Dean’s thoughts, “Clients should consider using short-term structured notes that offer about 40% …

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Protecting Your Information After the Equifax Security Breech

The Monument Wealth Management Team Featured Articles

As you no doubt have heard, credit-reporting company Equifax announced last week that hackers accessed the names, Social Security numbers, birth dates, addresses, and driver’s license numbers of 143 million people in their database. Credit card numbers for 209,000 people and dispute documents with personal information for 182,000 people were also comprised. The high risk that you are subject to …

Forbes “Top Next Generation Wealth Advisors”

The Monument Wealth Management Team Featured Articles

Forbes “Top Next Generation Wealth Advisors” List Recognizes Monument Wealth Management’s Senior Financial Planner, Jessica L. Gibbs, CFPⓇ. Monument Wealth Management is excited to announce that Senior Financial Planner, Jessica L. Gibbs, CFPⓇ has been recognized in the Forbes 2017 ranking of the “Top Next Generation Wealth Advisors.” Since Monument Wealth Management’s vision is to become an employee-owned firm which …