Off The Wall

Private Equity seems to be having a moment. After a few decades of being reserved for the most qualified investors, the gates have been opened to the masses. Today, we're looking at just why this shift is happening, what it means for you, and what you should consider before investing in Private Equity including returns, fees, and flexibility compared to the stock market. In this episode of Off the...

The most common question advisors get is, "What should I do with my money?" The most common answer? "It depends." Today, we explore the "why" behind that question and dive deeper into how it connects to your evolving life goals. In this episode of Off the Wall, hosts Jessica Gibbs, CFP®, and David B. Armstrong, CFA®, are joined by Marla Sofer, founder of the fintech startup, Knomee. We discuss the...

Happy 2025! We're reviewing what happened in the markets and economy in Q4 2024 (and 2024 as a whole), noting what caught our attention and why.  In this episode of Off the Wall, hosts Jessica Gibbs, CFP® and David B. Armstrong, CFA® are joined by Monument Wealth Management's Portfolio Management team, Erin M. Hay, CFA®, CMT® and Nate W. Tonsager, CIPM®. Dave breaks down S&P sector performance, Er...

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 regular host, Jessica Gibbs, about all things charitable giving.   Are you wondering...

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 Planning, Tax, Estate and Trust Administration, and Elder Law at Odin, Feldman, & Pittlem...

W e '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 .     Tune in to hear our discussion on the strong yet volatile performance of glo...

How will the 2024 e lection a ffect 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 the U.S. economy .     In this Off the Wall discussion , Bob shares his thoughts...

Did you know that nearly half of employees and manager s 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 , a Behavior Change and Performance Coach and P sychologist who's transforming the wa...

It's time for another quarterly market update from the Monument Wealth Management team!   In this episode of Off the Wall, our lovely co-host Jessica Gibbs has returned from maternity leave. P lease help us give her a warm welcome back!   For this mid-year review, Jessica and co-host David B. Armstrong are joined by Erin Hay and Nate Tonsager from Monument's Portfolio Management team.    Y ou'll h...

Planning for retirement comes with many considerations and challenges , especially for those with a high net worth.     In this episode of Off the Wall, Monument Private Wealth Advisors, Emily Harper , CFP ® and Heaven Goodwin , CFP ® chat with Michael Conrath , the Chief Retirement Strategist and Head of the Retirement Insights Strategy Team for J.P. Morgan Asset Management.     The trio share s...

Think you have great instincts? Think again.      Judgments and decision-making are common threads that run through not only your investing , wealth management, and business decisions, but also your quality of life. What impacts these decisions and judgments? Your instincts… ( and your counter instincts ). Today's episode is all about h ow your instincts might be hurting your real-time decisions,...

How is it that we are already head ing into Q2 of 2024 ? In this episode, we deep dive into the first quarter of 2024 with special guest Jordan Jackson , Executive Director  and G lobal M arket S trategist with JP Morgan Asset Management's G lobal M arket I nsight S trategy team.   Tune in for our breakdown of the Q1 2024 market and our optimistic (and pessimistic) views as we head into Q2 . We ex...

As a philanthropist, h ow can you do more than j ust "give back" to a charitable cause? How do you make a real impact with your time , skills, passion, and money ? Should you become a board member for a non-profit ? Let's dive into it.     In this Off the Wall chat , hosts David B. Armstrong and Jessica Gibbs welcome Meera Pill ai , a retired IT professional turned philanthropist, to talk about th...

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 Monument, and Bill Phelps , a Cybersecurity Expert and Strategist with over 26 years of exp...

The annual episode we've all been waiting for… W hat 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 , CF P ® are joined by Monument's p ortfolio management team Erin Hay, CFA and Nate Tonsager, C IPM ® .     Listen in to hear their market recap for 2023 an...

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 , host s Jessica Gibbs and David Armstrong welcome Dr. Julie Gurner , a nationally recognized executive performance coach and psychologist who's helping executives achieve w...

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 Wall , host Jessica Gibbs welcome s Deborah Brecher , President and Managing Director...

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 team, Erin Hay , CFA and Nate Tonsager, CIPM.      Tune in to hear our Q3 2023 reca...

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 .   Laura has over 20 years of experience consulting with publicly traded,...

Caring for aging parents involves so many details, from medical and financial decisions to legal, long-term care, and end-of-life wishes. Stat i s tics 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 this episode makes it easier and less stressful for you to navigate th e process.  ...

In this episode of Off the Wall, hosts David Armstrong and Jessica Gibbs are joined by Erin Hay and Nate Tonsager from Monument Wealth Management's portfolio management team. They dive into a lively and comprehensive discussion on market performance and key highlights of the second quarter of 2023.      Tune in to discover their insights on the robust job market, characterized by strong hiring fig...

Looking to grow your business' value, maximize your exit results, and ensure financial freedom, even during a recession? To learn how, tune in to this episode! This is Part 3 of our series, Business Exit Planning is a Team Sport. In this episode, hosts David Armstrong and Jessica Gibbs wrap up their three-part discussion with Greg Maddox of Cultivate Advisors by discussing how to maximize your bus...

If you want to keep yourself, your family, and your assets safe throughout your business exit, tune in to this episode . This is Part 2 of our series, Bu siness Exit Planning is a Team Sport.     Tune in as hosts David Armstrong and Jessica Gibbs continue their discussion with Greg Maddox of Cultivate Advisors . In this episode , they're talk ing about the importance of prioritizing your personal...

Are you a founder/business owner looking to exit your business? Do you want to better understand the exit process and the types of advisors you need on your exit team? You're in the right place. This is Part 1 of our series, Business Exit Planning is a Team Sport .   In this discussion , our guest reframes exit planning in a whole new light , to illustrate how exit planning is just great business...

In this episod e of Off t he Wall, hosts David Armstrong and Jessica Gibbs are joined by Erin Hay and Nate Tonsager from Monument Wealth Management's p ortfolio m anagement team to break down what happened in the markets in Q1 2023 , along with some takeaways and advice as we head into Q2.   Tune in to hear the team r e flect on the US large cap tech dominance, the importan ce of having a cash str...