Quarterly Market Recap & What You Should Be Doing Right Now

[01:59] Introducing the topic of today’s episode

[03:03] A mid-year review: What should be in everybody’s wealth management plan in 2022?

[05:20] How we use Monte Carlo Analysis to stress test our clients’ wealth planning scenarios

[10:34] Newly retired or close to retirement? Here’s how you need to plan for it and why you need an Investment Policy Statement regardless of the stage of life you’re in.

[13:06] What to do if you don’t have a wealth management plan.

[14:37] US Market Update for the second quarter of 2022 and year-to-date

[18:06] Are we in a recession?

[26:48] Should I invest in stocks (for the long-term) right now or save in cash?

[30:49] 4 things that can help us determine the market bottom

[32:42] Wealth management strategies Monument used this year that WORK

[37:10] Parting thoughts & Words of wisdom: Cryptocurrency & Possibilities vs probabilities of markets going up/down

Listen to the Off the Wall episode with Dr. Daniel Crosby: https://bit.ly/3Ru9zpJ

OFF THE WALL is a podcast for business professionals and high-net-worth investors who want to build wealth with purpose. A little bit Wall Street, a little bit off-the-wall; it’s your go-to for straightforward, unfiltered wealth advice on topics that founders, business owners, and executives care about.