Feb 16, 2024
With the rising prevalence of cyber-attacks on both individuals and small businesses, it’s more important than ever to learn how to boost your cybersecurity and protect the wealth you’ve worked so hard to grow.
In this episode of Off the Wall, you’ll meet Cathleen Phelps, a Client Experience Manager at...
Jan 16, 2024
The annual episode we’ve all been waiting for… What happened in the US market in 2023? How can we expect the market to perform in 2024? Tune in to find out!
In this Off the Wall Market Update, hosts David Armstrong, CFA and Jessica Gibbs, CFP® are joined by Monument’s portfolio management team Erin Hay,
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...