Welcome to the “Off the Wall” Podcast

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.

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.

This is the final episode in our 3-part political series on how politics impacts the economy, markets, and your wealth.   Recently, we had Reince Priebus and Bob Stine on the show. Each guest gave their perspective on politics and the economy, offering a Republican and an Economist’s view – now it’s time for the Democratic take.  In this episode of Off the Wall, hosts David Armstrong and Jessica Gibbs welcome Steve Elmendorf to the podcast.

2023 is finally here…and we have some important things to reflect on.   2022 was a year full of negative performance in many markets, but it just goes to show that you must keep your eye on relative performance in a year as volatile as 2022.

Bob is back! Robert Stein, Deputy Chief Economist at First Trust Advisors, joins us again for our final episode of the year.

Who makes the laws that impact Americans? Politicians! We all know that every story has multiple sides. So, in this episode of Off the Wall, hosts David Armstrong and Jessica Gibbs welcome Reince Priebus, former White House Chief of Staff for President Donald Trump and chairman of the Republican National Committee (RNC), to give a Republican viewpoint on what is happening in American politics.

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.