The most common question advisors get is, “What should I do with my money?” The most common answer? “It depends.” Today, we explore the “why” behind that question and dive deeper into how it connects to your evolving life goals. In this episode of Off the Wall, hosts Jessica Gibbs, CFP®, and David B. Armstrong, CFA®, are joined by Marla Sofer, founder of the fintech startup Knomee.
What is the “Wall of Worry” that you hear of on the news, and what does it have to do with your wealth and investments?
In episode 2 of Monument Wealth Management’s “Off the Wall” Podcast, hosts David B. Armstrong, CFA and Jessica L. Gibbs, CFP(R) discuss this topic with our Portfolio Manager, Erin M. Hay, CFA and share our thoughts on finding a purpose for your wealth.
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