Flexible Asset Allocation | Investing Based on Momentum and Trend-Following

In this special Q2 Market Review episode of Off the Wall, we’re introducing a new segment: Ask Monument Anything (AMA). Dave, Nate and Erin answer questions from clients and listeners, and also cover what went down in the markets during the second quarter of 2025. They cover everything from interest rates and inflation to timing your investment strategy and understanding international diversification.

If stock-based compensation is a major part of your wealth portfolio, down markets can be stressful. In this episode, Jessica Gibbs, CFP® and Emily M. Harper, CFP®, break down how to approach equity compensation, even when the markets are rocky. From tax planning to direct indexing and long-term diversification, they explore some ideas that can potentially reduce risk and create opportunities.

AI is evolving fast, but what does it mean for how we think, work, invest, and lead? In this episode of Off the Wall, David B. Armstrong, CFA, and Nate W. Tonsager, CIPM, sit down with AI & Exec Advisor and Fractional CMO Liza Adams to unpack AI’s real impact and how the most successful leaders are using it.