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.
Dividend-growth stocks are not the same as dividend stocks...they're better. Ro Punyani, a member of Monument's portfolio management team, joins our "Off the Wall" podcast with hosts Jessica Gibbs and David Armstrong to explain dividend-growth stocks, their role in a portfolio, and how you can even improve on them by also incorporating momentum.
Bonds aren't boring! In episode 6 of Monument Wealth Management's "Off the Wall" Podcast, Monument's Portfolio Manager Erin M. Hay, CFA, is back to explain what bonds are and how they are affected by changes in interest rates and inflation. Listen to the end to hear Erin and Dave's thoughts on the role of bonds in portfolio strategy and their favorite bond resource: Jared Dillian's bond master class (@dailydirtnap on Twitter).
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".
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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. Learn more about Monument Wealth Management at www.monumentwealthmanagement.com
Get to know our hosts! In this first episode, hosts David B. Armstrong, CFA and Jessica L. Gibbs, CFP(R) introduce themselves and the purpose behind Monument Wealth Management's "Off the Wall" podcast - which is answering the questions, "What is the point of my wealth and what steps can I take to make that vision a reality?"