If stock-based compensation is a major part of your wealth portfolio, down markets can be stressful. In this episode, Jessica Gibbs, CFP® and Emily M. Harper, CFP®, break down how to approach equity compensation, even when the markets are rocky. From tax planning to direct indexing and long-term diversification, they explore some ideas that can potentially reduce risk and create opportunities.
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.
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