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.
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.
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