Happy 2025! We’re reviewing what happened in the markets and economy in Q4 2024 (and 2024 as a whole), noting what caught our attention and why. In this episode of Off the Wall, hosts Jessica Gibbs, CFP® and David Armstrong, CFA® are joined by Monument Wealth Management’s Portfolio Management team, Erin Hay, CFA®, CMT® and Nate W. Tonsager, CIPM®.
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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