Business Journal BPTW

Monument Listed as a 2017 “Best Place to Work”

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This marks the Fifth Consecutive Year Monument Wealth Management has been Named One of Washington Business Journal’s “Best Places to Work!” Monument Wealth Management has, for the fifth year in a row, been named one of the “Best Places to Work” by Washington Business Journal. Nominated businesses meeting criteria for location and company size were assigned a score out of …

InvestmentNews

Interns Will Take on Several Roles at Advisory Firms this Summer

Outside Resource Featured Articles

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 …

On Wall Street

Building Awareness and Credibility by Becoming a Thought Leader

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In this On Wall Street article by Katie Kuehner-Hebert, our President and Co-Founder, Dean J. Catino, CFPⓇ, CPWAⓇ, touches on a few ways Monument builds awareness and credibility… In her article, Kuehner-Hebert writes: “The advisers at Monument Wealth Management in Alexandria, Virginia have had thought leader pieces published in Financial Planning magazine, The New York Times and The Washington Post, says Dean Catino, a …

On Wall Street

How Bringing in Advisers from Competitors Boosts a Practice

Outside Resource Featured Articles

In this On Wall Street article by Katie Kuehner-Hebert, our President and Co-Founder, Dean J. Catino, CFPⓇ, CPWAⓇ, explains why Monument doesn’t always “bite” when approached to buy another practice… In her article, Kuehner-Hebert writes: “Monument Wealth Management in Alexandria, Virginia, has been approached several times during the past nine years about buying another practice. But it hasn’t bitten because the firm’s model …

Financial-Planning

Pro Bono Work Attracts Appreciative Clients

Outside Resource Featured Articles

FinancialPlanning‘s Katie Kuehner-Hebert featured Monument’s President and Co-Founder, Dean J. Catino, CFPⓇ, CPWAⓇ, in her article, “Pro Bono Work Attracts Appreciative Clients.” In her article, Kuehner-Hebert writes: “Advisers do pro-bono work to give back, but one side benefit could be that those in the community are impressed and want to become clients…. Dean Catino, a CFP and the co-founder and president of Monument …

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The Ric Edelman Show Featuring David B. Armstrong, CFA

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Ric: Thanks for hanging around with us here on the Ric Edelman Show. It is “The Truth About Money“ and we’re doing a special broadcast today from the Bellagio Hotel on Las Vegas. You can call us whenever you want, Triple eight plan Ric, or visit us online at ricedelman.com. Barron’s is here hosting its annual conference of some of …

Barrons

Armstrong Speaks on Digital Strategy Panel at Barron’s Top Advisory Teams Summit

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Monument Wealth Management’s David B. Armstrong, CFA was a featured presenter on the “Enhance Your Digital & Social Media Strategy” panel at Barron’s 2017 Top Advisory Teams Summit, which took place in Las Vegas, NV from February 8th to the 10th. Barron’s Top Advisory Teams Summit is an invite-only conference of financial advisory teams that focuses on the areas of …

entrepreneur magazine

Monument Named One of the “Best Entrepreneurial Companies In America” by Entrepreneur Magazine

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MONUMENT WEALTH MANAGEMENT, AN AFFILIATE OF MONUMENT CAPITAL MANAGEMENT, NAMED ONE OF THE “BEST ENTREPRENEURIAL COMPANIES IN AMERICA” BY ENTREPRENEUR MAGAZINE’S 2016 ENTREPRENEUR 360™ LIST Monument Wealth Management, an affiliate of Monument Capital Management, was recently recognized as one of the “Best Entrepreneurial Companies in America” by Entrepreneur Magazine’s Entrepreneur 360™ List, the most comprehensive analysis of private companies in …

Mutual Funds by Monument Wealth Management in the Wall Street Journal

To Succeed With Passive Investing, Get a Little Active

The Monument Wealth Management Team Featured Articles

Wall Street Journal‘s Lisa Beilfuss reached out to our President and Co-Founder, David B. Armstrong, for insight on passive investing for her article, “To Succeed With Passive Investing, Get a Little Active.”  Did you know Dave has spoken at conferences and has been featured in other articles about passive investing, particularly with ETFs, including a feature in Max Isaacman’s book, Winning with ETF …

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VIDEO: Excitement or Drama?

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Important Disclosure Information for “Excitement or Drama? “ Please remember that past performance may not be indicative 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 Wealth Management), or …

northern-virginia-family-service-care-award

Monument Honored As Great Place to Work Through CARE Awards

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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) Awards. For 24 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 …