It’s time for another quarterly market update from the Monument Wealth Management team! In this episode of Off the Wall, our lovely co-host Jessica Gibbs has returned from maternity leave. Please help us give her a warm welcome back! For this mid-year review, Jessica and co-host David B. Armstrong are joined by Erin Hay and Nate Tonsager from Monument’s Portfolio Management team.
Is there a way to have have both long-term growth AND the risk management of bonds and cash? In this episode, Erin Hay and Ro Punyani are back to explain Monument’s Flexible Asset Allocation strategy, which strives to have less drawdown and more upside relative to a static portfolio of 60% stocks and 40% bonds. Our strategy attempts to balance limiting drawdown while participating in upside by tracking momentum and following trends in the market.
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