Are you wondering how to take advantage of charitable giving deductions on your tax return, make a greater impact with your donations, or weave philanthropy into your family’s legacy? In this Off the Wall discussion, we’re changing things up. Monument’s Emily Harper, CFP® jumps into the hosting seat to interview Jessica L. Gibbs, CFP about all things charitable giving.
Erin Hay and Ro Punyani from Monument’s Portfolio Management Team join Dave Armstrong to dig under the surface of the 2021 headlines to uncover what was REALLY going on in the market and how that will impact us moving forward. They review the big 2021 takeaways so we can use history as our guide.
They cover:
- How to invest based off trend-following instead of predictions
- How to use market momentum to your advantage
- How to “avoid catching falling knives”
- What happens when a few large companies are driving market performance
- What volatility in interest rates means for investments
- When (and when not) to own bonds
- How to prepare your portfolio for the future
As a fun bonus, the team shares what they found to be the biggest market surprises from last year.
Learn more about Monument Wealth Management at: www.monumentwealthmanagement.com
Important Disclosures: https://monumentwealthmanagement.com/disclosures
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.
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