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.
Want the cliffs notes on what happened in the market and the economy in the first quarter of 2022? Monument’s Portfolio Manager Erin Hay is back to discuss three highlights: 1) the Federal Reserve and the yield curve—and what this means for a recession, 2) inflation, and 3) trend. Listen to the end for our thoughts on planning for a recession (not the recession) and for highlights from Monument’s managed portfolios during the first quarter.
Learn more about Monument Wealth Management at: www.monumentwealthmanagement.com
Important Disclosures: https://monumentwealthmanagement.com/disclosures
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Please see important podcast disclosure information at https://monumentwealthmanagement.com/disclosures.
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