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.
SECURE Act 2.0 created new retirement and savings opportunities that were not part of the original SECURE Act. Notably, it gives business owners the ability to be more strategic when choosing what kind of tax-deferred plan is best for them based on their personal and business circumstances. It also gave them more options for employees.
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.
Are you looking for clarity, conviction and unfiltered advice about your wealth?
You’ve come to the right place.
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.