It’s time for another quarterly market update from the Monument Wealth Management team! In this episode of Off the Wall, our lovely co-host Jessica Gibbs has returned from maternity leave. Please help us give her a warm welcome back! For this mid-year review, Jessica and co-host David B. Armstrong are joined by Erin Hay and Nate Tonsager from Monument’s Portfolio Management team.
“The Psychology of Money” by Morgan Housel is an endlessly quotable book. Dave, Jessica and Ro Punyani share our favorite quotes from the book and why they resonated with us. We talk about why you should keep cash, volatility and uncertainty, the difference between getting wealthy and staying wealthy, and why you should plan for your plan to not go to plan.
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