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
Learn more about Monument Wealth Management at: www.monumentwealthmanagement.com
Are you looking for clarity, conviction and unfiltered advice about your wealth?
You’ve come to the right place.
Please see important podcast disclosure information at https://monumentwealthmanagement.com/disclosures.
Want to Share?
Use the icons below to share this podcast with a friend, family member, colleague, or client.