The most common question advisors get is, “What should I do with my money?” The most common answer? “It depends.” Today, we explore the “why” behind that question and dive deeper into how it connects to your evolving life goals. In this episode of Off the Wall, hosts Jessica Gibbs, CFP®, and David B. Armstrong, CFA®, are joined by Marla Sofer, founder of the fintech startup Knomee.
Markets are volatile right now. How you react will determine your success.
Monument’s Portfolio Manager Erin Hay joins Dave Armstrong and Jessica Gibbs for a timely rundown on what’s been going on the markets and what it all means for investors.
Dave and Erin discuss whether we are or are not in a recession, cryptocurrency drawdowns and their impact on general investor sentiment, and why losses hurt so much.
Are you looking for clarity, conviction and unfiltered advice about your wealth?
You’ve come to the right place.
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