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.
Financial success is not about following arbitrary rules of thumb or beating a market index. It’s about getting the big things right so that you can win at your game, not everyone else’s.
Emily Harper, a CFP(R) and Partner at Monument, joins Dave and Jessica to talk about better ways to think about success. She also shares how we define “financial planning” at Monument (spoiler: it’s not budgeting). Be sure to listen to the end, where we each share what “success” personally means to us.
Learn more about Monument Wealth Management at: www.monumentwealthmanagement.com
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