Welcome to the “Off the Wall” 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.

Are you or someone you know approaching age 65 soon? This is the episode for you! Tune in to this episode to learn about signing up for Medicare health insurance and choosing the right Medicare plan for you.

We're talking about bonds—yes, you read that right! Bond yields are going up. If you haven't wanted to invest in bonds in recent years because yields were low, is now the time to reconsider adding bonds to your portfolio? Monument's Asset Management Team of Dave Armstrong, Erin Hay and Nate Tonsager is back to recap what went on in the markets in Q3 2022 and to give their thoughts on bond yields, owning bond ETFs vs individual bonds, and bond ladders.

Last week's market volatility flirted with a bear market as sell-offs deepened. Analysts are much less confident where stocks and the economy are going. A lot of investors thought the Fed was getting inflation under control, but the Consumer Price Index (CPI) for August told a different story. A lot of companies are revising their outlooks downward because the landscape has changed.

Are you going through a divorce or thinking of filing for divorce? Wondering how divorce will impact your finances? Tune in to learn from a divorce financial planning expert. In this episode of Off the Wall, hosts David Armstrong and Jessica Gibbs welcome Stacy Francis, the President and CEO of Francis Financial and a nationally recognized financial expert who specializes in divorce financial planning.