Welcome to the “Off the Wall” Podcast

Have you heard the terms “direct indexing”, “custom indexing” or “factor-based investing”? This approach to investing is gaining popularity due to its ability to build allocations that are customized to an investor’s unique preferences and constraints, and its ability to harvest tax losses.

This is the final episode in our 3-part political series on how politics impacts the economy, markets, and your wealth.   Recently, we had Reince Priebus and Bob Stine on the show. Each guest gave their perspective on politics and the economy, offering a Republican and an Economist’s view – now it’s time for the Democratic take.  In this episode of Off the Wall, hosts David Armstrong and Jessica Gibbs welcome Steve Elmendorf to the podcast.

2023 is finally here…and we have some important things to reflect on.   2022 was a year full of negative performance in many markets, but it just goes to show that you must keep your eye on relative performance in a year as volatile as 2022.

Bob is back! Robert Stein, Deputy Chief Economist at First Trust Advisors, joins us again for our final episode of the year.

Who makes the laws that impact Americans? Politicians! We all know that every story has multiple sides. So, in this episode of Off the Wall, hosts David Armstrong and Jessica Gibbs welcome Reince Priebus, former White House Chief of Staff for President Donald Trump and chairman of the Republican National Committee (RNC), to give a Republican viewpoint on what is happening in American politics.

If you’re an entrepreneur who’s considering selling your business, tune in to gain valuable advice and insight into preparing for and going through the process. In this episode of Off the Wall, hosts David Armstrong and Jessica Gibbs welcome Kevin DeSanto, the Co-Founder, Managing Director, and Investment Banker at KippsDeSanto & Co.

Are you or someone you know approaching age 65 soon? This is the episode for you! Tune in to this episode to learn about signing up for Medicare health insurance and choosing the right Medicare plan for you.

We're talking about bonds—yes, you read that right! Bond yields are going up. If you haven't wanted to invest in bonds in recent years because yields were low, is now the time to reconsider adding bonds to your portfolio? Monument's Asset Management Team of Dave Armstrong, Erin Hay and Nate Tonsager is back to recap what went on in the markets in Q3 2022 and to give their thoughts on bond yields, owning bond ETFs vs individual bonds, and bond ladders.