Are tariffs the problem or just a symptom? Recent tariff announcements are stirring up uncertainty. What does that mean for inflation, economic growth, and investor sentiment? In this episode of Off the Wall, hosts Jessica Gibbs, CFP®, and David B. Armstrong, CFA, are joined by Monument Wealth Management’s Portfolio Management team Erin M. Hay, CFA, CMT®, and Nate W. Tonsager, CIPM® to address the biggest market headlines in the first quarter of 2025.
Many people wonder: is life insurance a problem in search of a solution, or a solution in search of a problem?
The thing is, life insurance can be very beneficial when done right… so let’s get down to it.
In episode 8, insurance expert Matthew Friedson from Greenberg Wexler & Eig joins Monument Wealth Management’s “Off the Wall” Podcast to share a wealth of insightful tips based on 15 years experience in the industry and answer questions like:
– What are the top things you need to ask or be aware of before buying a life insurance policy?
– What should you being doing with a policy you already own?
– How would a change in estate tax law impact life insurance strategies?
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.
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