Dec 22, 2021
Erin Hay and Ro Punyani from Monument’s
Portfolio Management Team join Dave Armstrong to dig under the
surface of the 2021 headlines to uncover what was REALLY going on
in the market and how that will impact us moving forward. They
review the big 2021 takeaways so we can use history as our
Nov 17, 2021
Don't we all wish things would just go according the plan? But that's not life. What happens when things don't go as planned? Or if we don't actually know what our future looks like? Our guest, Terri Trespicio, says don't be wed to an outcome, which we can't control; instead be wed to something we can control: the...
Nov 8, 2021
Looking to make a charitable impact AND save on taxes? Jessica Gibbs, CFP(R) discusses how to maximize the benefits of charitable giving, both for your personal finances and your charity of choice. Jessica shares her suggestions on how to define your charitable goals, and planning opportunities and solutions to consider...
Oct 18, 2021
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...
Oct 7, 2021
Laws affecting trusts and estates are currently in flux. How should you be thinking about these changes? And how should you evolve your estate plan over time as laws change? Trust and estate attorney Catherine Schott Murray from Odin Feldman Pittleman joins the podcast to share a run-down of proposed estate law changes,...