Dec 2, 2024
As the giving season draws near, you may be wondering how to take advantage of charitable giving deductions on your tax return, make a greater impact with your donations, or weave philanthropy into your family’s legacy.
In this Off the Wall discussion, Monument’s Emily Harper will be hosting and interviewing our...
Nov 2, 2024
Aging parents present unique challenges, especially for the sandwich generation, who juggle caring for their parents while raising their own children.
In this episode of Off the Wall, Dean Catino, CFP®, CPWA, and Jessica Gibbs, CFP® speak with Catherine F. Schott Murray, a Shareholder and expert in Estate...
Oct 10, 2024
We're reviewing the Q3 2024 market and year-to-date trends, reflecting on our surprises, and highlighting our key insights drawn from the data. In this episode of Off the Wall, host Jessica Gibbs, CFP® is joined by Monument Wealth Management’s Portfolio Management team, Erin Hay, CFA, CMT and Nate Tonsager, CIPM.
Sep 3, 2024
How will the 2024 election affect the economy, the markets, the deficits, and your wallet? Our favorite economist is back on the podcast for a third time with his straightforward opinions!
Bob Stein is the Deputy Chief Economist at First Trust Advisors, where he’s responsible for commenting on and forecasting...
Aug 12, 2024
Did you know that nearly half of employees and managers report experiencing burnout in 2023? As our lives get busier and competition in the workplace grows, it’s an unfortunate reality… So, how can high achievers prevent burnout while still working towards their goals?
Here to talk about it is Rachel Boehm,...