Are you wondering how to take advantage of charitable giving deductions on your tax return, make a greater impact with your donations, or weave philanthropy into your family’s legacy? In this Off the Wall discussion, we’re changing things up. Monument’s Emily Harper, CFP® jumps into the hosting seat to interview Jessica L. Gibbs, CFP about all things charitable giving.
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.
Please see important podcast disclosure information at https://monumentwealthmanagement.com/disclosures.