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Off The Wall

Dec 5, 2023

Adding onto our last episode for executives on navigating career growth and transitions, this time we’re talking about peak performance and finding purpose in your executive role, wealth, and beyond. 


Today on Off the Wall, hosts Jessica Gibbs and David Armstrong welcome Dr. Julie Gurner, a nationally...

Nov 6, 2023

Are you an executive getting ready for your next career move? Need advice on how to step away from your current role and figure out what’s next? Thinking of taking a sabbatical or transitioning to retirement? Tune in to the expert advice you need to make your next move successful! 


In this episode of Off the...

Oct 5, 2023

As we enter the last fiscal quarter of 2023, we always love to reflect on the Q3 market (and YTD) to see what we’re surprised by and the major takeaways from the data. 


In this quarterly recap episode of Off the Wall, hosts David B. Armstrong, CFA and Jessica Gibbs, CFP® are joined by our Portfolio Management...

Sep 21, 2023

The specifics of executive compensation packages have major implications for personal wealth building over the long term. In this episode of Off the Wall, guest co-host Emily Harper, CFP® and co-host David B. Armstrong, CFA are joined by Laura Balser, Senior Client Partner, Executive Pay and Compensation at Korn Ferry

Aug 14, 2023

Caring for aging parents involves so many details, from medical and financial decisions to legal, long-term care, and end-of-life wishes. Statistics show there’s a clear disconnect between parents and children around these decisions, so it’s important to start talking about this with your parents early. We hope...