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The podcast redefining wealth for founders and high-earning execs. Let’s dive in!

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As we enter the last fiscal quarter of 2023, we always love to reflect on the Q3 market (and YTD) to see what we’re surprised by and the major takeaways from the data. In this quarterly recap episode of Off the Wall, hosts David B. Armstrong, CFA and Jessica Gibbs, CFP® are joined by our Portfolio Management team, Erin Hay, CFA and Nate Tonsager, CIPM.

What is the Flexible Asset Allocation strategy and how do we use it to manage your wealth? Great question! Tune in to this episode to learn everything you need to know about it.  In this episode of Off the Wall, hosts David Armstrong and Jessica Gibbs invite Monument’s Erin Hay, CFA, and Nate Tonsager, CIPM, to talk about the Flexible Asset Allocation (FAA) Model – what it is, where we use it and don’t use it, and how it impacts you and your wealth portfolio.

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Is now a good time to buy a house? Do kitchens and bathrooms really sell houses? What will mortgage interest rates do going forward? Should you consider an adjustable-rate mortgage? Tune in to find out! In this episode of Off The Wall, hosts David Armstrong and Jessica Gibbs welcome Joan Stansfield of Stansfield Signature Real Estate and David Turner of Prosperity Home Mortgage to talk about residential real estate in the current market.

Sep 01, 2022 FAQs

Markets are volatile right now. How you react will determine your success. Monument's Portfolio Manager Erin Hay joins Dave Armstrong and Jessica Gibbs for a timely rundown on what's been going on the markets and what it all means for investors. Dave and Erin discuss whether we are or are not in a recession, cryptocurrency drawdowns and their impact on general investor sentiment, and why losses hurt so much.

Is there a way to have have both long-term growth AND the risk management of bonds and cash? In this episode, Erin Hay and Ro Punyani are back to explain Monument's Flexible Asset Allocation strategy, which strives to have less drawdown and more upside relative to a static portfolio of 60% stocks and 40% bonds. Our strategy attempts to balance limiting drawdown while participating in upside by tracking momentum and following trends in the market.

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