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®.
Did you know there are 20 decisions a poker player needs to make per hand? That’s a lot of decisions! So there’s definitely a thing or two (or more) that we can learn from world-class professional poker player Annie Duke.
In episode 3 of Monument Wealth Management’s “Off the Wall” Podcast, hosts David B. Armstrong, CFA and Jessica L. Gibbs, CFP(R) talk with our co-founder Dean J. Catino, CFP® about lessons learned from Annie Duke’s book, “Thinking in Bets”.
The takeaways on investment risk and improving your decision making behavior through a carefully designed process can be applied to all areas of your life, including your wealth.
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