Private Equity seems to be having a moment. After a few decades of being reserved for the most qualified investors, the gates have been opened to the masses. Today, we’re looking at just why this shift is happening, what it means for you, and what you should consider before investing in Private Equity including returns, fees, and flexibility compared to the stock market. In this episode of Off the Wall, hosts David B. Armstrong, CFA®, and Erin M.
Get to know our hosts! In this first episode, hosts David B. Armstrong, CFA and Jessica L. Gibbs, CFP(R) introduce themselves and the purpose behind Monument Wealth Management’s “Off the Wall” podcast – which is answering the questions, “What is the point of my wealth and what steps can I take to make that vision a reality?”
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.