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.
Dividend-growth stocks are not the same as dividend stocks…they’re better. Ro Punyani, a member of Monument’s portfolio management team, joins our “Off the Wall” podcast with hosts Jessica Gibbs and David Armstrong to explain dividend-growth stocks, their role in a portfolio, and how you can even improve on them by also incorporating momentum.
Mentioned Resources:
Dividend Growth Machine: How to Supercharge Your Investment Returns with Dividend Stocks by Nathan Winklepleck
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