If stock-based compensation is a major part of your wealth portfolio, down markets can be stressful. In this episode, Jessica Gibbs, CFP® and Emily M. Harper, CFP®, break down how to approach equity compensation, even when the markets are rocky. From tax planning to direct indexing and long-term diversification, they explore some ideas that can potentially reduce risk and create opportunities.
Bonds aren’t boring!
In episode 6 of Monument Wealth Management’s “Off the Wall” Podcast, Monument’s Portfolio Manager Erin M. Hay, CFA, is back to explain what bonds are and how they are affected by changes in interest rates and inflation.
Listen to the end to hear Erin and Dave’s thoughts on the role of bonds in portfolio strategy and their favorite bond resource: Jared Dillian’s bond master class (@dailydirtnap on Twitter).
Learn more about Monument Wealth Management at www.monumentwealthmanagement.com
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