Welcome to the “Off the Wall” Podcast

The annual episode we’ve all been waiting for… What happened in the US market in 2023? How can we expect the market to perform in 2024? Tune in to find out! In this Off the Wall Market Update, hosts David Armstrong, CFA and Jessica Gibbs, CFP® are joined by Monument’s portfolio management team Erin Hay, CFA and Nate Tonsager, CIPM®.

Are you a founder or business owner looking to exit your business? Do you want to better understand the exit process and the types of advisors you need on your exit team? You’re in the right place. This is Part 1 of our series; Business Exit Planning is a Team Sport. (Access Part 2 and Part 3 here.) In this discussion, Greg reframes exit planning in a whole new light, to illustrate how exit planning is just great business strategy.

In this episode of Off the Wall, hosts David Armstrong and Jessica Gibbs are joined by Erin Hay and Nate Tonsager from Monument Wealth Management’s portfolio management team to break down what happened in the markets in Q1 2023, along with some takeaways and advice as we head into Q2.

Want to support your child’s education, but don’t know where to start? Worried that contributing to your child’s college fund may impact building your retirement account? Saving for college can be nerve-wracking, but we promise this episode will make it less scary and more empowering.  In this episode of Off the Wall, hosts David Armstrong and Jessica Gibbs welcome Ann Garcia, aka The College Financial Lady.

Have you heard the terms “direct indexing”, “custom indexing” or “factor-based investing”? This approach to investing is gaining popularity due to its ability to build allocations that are customized to an investor’s unique preferences and constraints, and its ability to harvest tax losses.

If you’re an entrepreneur who’s considering selling your business, tune in to gain valuable advice and insight into preparing for and going through the process. In this episode of Off the Wall, hosts David Armstrong and Jessica Gibbs welcome Kevin DeSanto, the Co-Founder, Managing Director, and Investment Banker at KippsDeSanto & Co.

You want to be as financially unbreakable as possible, even after your career ends, right? No matter what age you “retire”, or stop working, you still need to have an income to thrive.

What's on the economic and political horizon? Bob Stein, Deputy Chief Economist at First Trust Advisors, joins the podcast to share what he thinks the future of the tech sector, trade wars, energy, banks and taxes will be. Bob also gives his predictions on what will happen in the upcoming congressional elections in 2022 and the presidential election in 2024. Follow Bob Stein on Twitter @BobStein_FT