Private Equity seems to be having a moment. After a few decades of being reserved for the most qualified investors, the gates have been opened to the masses. Today, we’re looking at just why this shift is happening, what it means for you, and what you should consider before investing in Private Equity including returns, fees, and flexibility compared to the stock market. In this episode of Off the Wall, hosts David B. Armstrong, CFA®, and Erin M.
Financial success is not about following arbitrary rules of thumb or beating a market index. It’s about getting the big things right so that you can win at your game, not everyone else’s.
Emily Harper, a CFP(R) and Partner at Monument, joins Dave and Jessica to talk about better ways to think about success. She also shares how we define “financial planning” at Monument (spoiler: it’s not budgeting). Be sure to listen to the end, where we each share what “success” personally means to us.
Learn more about Monument Wealth Management at: www.monumentwealthmanagement.com
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.
Want to Share?
Use the icons below to share this podcast with a friend, family member, colleague, or client.