Off The Wall

Monument Wealth Management
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  • ULAGANJE
  • SVAKA DVA TJEDNA

OFF THE WALL is a podcast for business professionals and high-net-worth investors who want to build wealth with purpose. A little bit Wall Street, a little bit off-the-wall; it's your go-to for straightforward, unfiltered wealth advice on topics that founders, business owners, and executives care about. Connect with us on Instagram @MonumentWealth or on LinkedIn at Monument Wealth Management. Thanks for joining us!

  1. PRIJE 2 D

    Bitcoin, the Supreme Court, and Your Money

    The market's been up three years in a row… will it go for a fourth? You scroll past a headline about Bitcoin falling 45%, tariffs getting overturned, and tensions rising overseas, and suddenly you're wondering if your portfolio is sitting on a fault line. This episode is for that moment. Nate and Dave walk through the questions investors are asking right now: Can the market really keep going after three strong years?  What does a Supreme Court tariff ruling actually mean for your money?  Why is Bitcoin sliding while stocks hold up? More importantly, how much of this should change what you're doing? Tune in for our perspective, probabilities, and a reminder that despite the ongoing uncertainty you can always have a plan. If you've felt that low-grade tension in the background lately, this conversation may help you regain some clarity.   [Resources Mentioned] Ben Carlson's blog, "A Wealth of Common Sense" https://awealthofcommonsense.com/       Please see important podcast disclosure information at https://monumentwealthmanagement.com/disclosures   Episode Timeline/Key Highlights:   0:00 — Welcome Back to our AMA: Ask Monument Anything 1:23 — Iran Tensions And Economic Ripple Effects 7:42 — Can Markets Extend The Winning Streak? 13:10 — Probabilities, Long-Term Returns, And Perspective 19:21 — Supreme Court Tariffs And Who Benefits 26:10 — Volatility As The Price Of Admission 26:37 — Bitcoin Selloff, Leverage Unwind, And What Could Restart Demand Connect with Monument Wealth Management:    Visit our website: https://monumentwealthmanagement.com/   Follow us on Instagram: https://www.instagram.com/monumentwealth/#   Connect on LinkedIn: https://www.linkedin.com/company/monument-wealth-management/   Connect on Facebook: https://www.facebook.com/MonumentWealthManagement   Connect on YouTube: https://www.youtube.com/user/MonumentWealth#Fit   Subscribe to our Private Wealth Newsletter: https://monumentwealthmanagement.com/subscribe/   Check out our Between Sips Podcast: Where Money Meets Meaning Because money without meaning never feels like wealth. https://monumentwealthmanagement.com/between-sips-podcast/   About "Off the Wall":    Markets are noisy. Your time is limited. Off the Wall cuts through the clutter. Hosts Dave Armstrong, CFA and Nate Tonsager, CIPM bring you straightforward, candid insights about what's really moving markets and why it matters for successful investors. From economic shifts to portfolio positioning, we break down the complexities so you can invest with intention and stay grounded when headlines and life feels chaotic.   Learn more about our hosts on our website at https://monumentwealthmanagement.com

    33 min

  2. 9. VELJ

    Borrowing From Your Portfolio: Smart Strategy or Hidden Risk?

    If you've built significant wealth in your investment portfolio, you may have more flexibility than you think. In this episode, Emily Harper, CFP(R) joins the show to talk about how borrowing against your portfolio actually works—including margin loans and pledged asset lines of credit (PALs)—and why many high-net-worth investors use them as strategic tools for liquidity and tax planning. We cover when these strategies can make sense, where the risks lie, and what to consider before tapping your portfolio for cash. From managing short-term cash needs to avoiding unnecessary portfolio sales, this conversation is all about using your wealth intentionally and keeping your options open. Have a question you'd like us to answer on a future episode? Email us at offthewall@monumentwm.com.         Please see important podcast disclosure information at https://monumentwealthmanagement.com/disclosures   Episode Timeline/Key Highlights:   0:00 — Reason to borrow from your portfolio 1:50 — Tax-aware reasons investors choose borrowing over selling 4:20 — Real-world cash flow situations where this actually matters 6:55 — Margin basics: how it works and common use cases 10:40 — Margin risks, interest costs, and forced-sale scenarios 14:45 — Pledged asset lines explained and how they differ from margin 18:10 — Rates, spreads, pricing power, and trade-offs 24:20 — Planning payments, payoff strategy, and optionality going forward Connect with Monument Wealth Management:    Visit our website: https://monumentwealthmanagement.com/   Follow us on Instagram: https://www.instagram.com/monumentwealth/#   Connect on LinkedIn: https://www.linkedin.com/company/monument-wealth-management/   Connect on Facebook: https://www.facebook.com/MonumentWealthManagement   Connect on YouTube: https://www.youtube.com/user/MonumentWealth#Fit   Subscribe to our Private Wealth Newsletter: https://monumentwealthmanagement.com/subscribe/   Check out our Between Sips Podcast: Where Money Meets Meaning Because money without meaning never feels like wealth. https://monumentwealthmanagement.com/between-sips-podcast/   About "Off the Wall":    Markets are noisy. Your time is limited. Off The Wall cuts through the clutter. Hosts Dave Armstrong, CFA and Nate Tonsager, CIPM bring you straightforward, candid insights about what's really moving markets and why it matters for successful investors. From economic shifts to portfolio positioning, we break down the complexities so you can invest with intention and stay grounded when headlines and life feels chaotic.   Learn more about our hosts on our website at https://monumentwealthmanagement.com

    33 min

  3. 28. SIJ

    Greenland, China, Market Rotation and What Actually Matters for Your Money

    Some weeks call for rain boots because the conversation is going somewhere most people would rather avoid. This episode steps into charged territory on purpose: geopolitics, tariffs, China and Taiwan, Greenland, and the policy decisions shaping today's headlines. There's no posturing here and no outrage bait, just a willingness to talk through complex questions instead of skirting around them. From there, the focus shifts to what actually matters for investors: how markets tend to react when policy dominates the news cycle, why short-term volatility shows up, and how data and discipline help cut through the noise. It's a reminder that staying informed doesn't mean staying reactive. — Submit your questions for the next Ask Monument Anything episode at Offthewall@monumentwm.com — Please see important podcast disclosure information at https://monumentwealthmanagement.com/disclosures   Episode Timeline/Key Highlights:   0:00 — Mailbag Setup And Topic Preview 2:10 — Greenland, Policy Not Politics 6:30 — Western Hemisphere Strategy And Oil 9:40 — Tariff Threats And Market Volatility 13:40 — Rare Earths, Greenland, And Leverage 16:20 — China–Taiwan Risk And Market Impact 20:00 — Shipbuilding Gap And Naval Capacity   Connect with Monument Wealth Management:    Visit our website: https://monumentwealthmanagement.com/   Follow us on Instagram: https://www.instagram.com/monumentwealth/#   Connect on LinkedIn: https://www.linkedin.com/company/monument-wealth-management/   Connect on Facebook: https://www.facebook.com/MonumentWealthManagement   Connect on YouTube: https://www.youtube.com/user/MonumentWealth#Fit   Subscribe to our Private Wealth Newsletter: https://monumentwealthmanagement.com/subscribe/   Check out our Between Sips Podcast: Where Money Meets Meaning Because money without meaning never feels like wealth. https://monumentwealthmanagement.com/between-sips-podcast/ About "Off the Wall":    Markets are noisy. Your time is limited. Off The Wall cuts through the clutter. Hosts Dave Armstrong, CFA and Nate Tonsager, CIPM bring you straightforward, candid insights about what's really moving markets and why it matters for successful investors. From economic shifts to portfolio positioning, we break down the complexities so you can invest with intention and stay grounded when headlines and life feels chaotic.   Learn more about our hosts on our website at https://monumentwealthmanagement.com

    39 min

  4. 12. SIJ

    What Last Year Taught Us About Staying Invested

    A new year always brings fresh predictions, louder headlines, and plenty of pressure. In the first Off the Wall episode of the year, Nate W. Tonsager, CIPM and David B. Armstrong, CFA take a step back and anchor the conversation in the reality of what happened in 2025, and why that context is essential as we head into 2026. They reflect on the surprises that shaped last year and connected those lessons to the environment ahead. Key topics: Global markets and why international equities outpaced U.S. stocks in 2025 Volatility, drawdowns, and what last year revealed about investor behavior Why diversification showed up when it mattered most The absence of a recession and what surprised markets along the way Interest rates, inflation, and what the data suggests for 2026 Historical patterns that shape expectations for the year ahead —-   Please see important podcast disclosure information at https://monumentwealthmanagement.com/disclosures   Episode Timeline/Key Highlights:   0:00 — We're back: college football picks and the market backdrop 2:46 — 2025 market winners: why global stocks outperformed 6:10 — The S&P 500 question, behavior gaps, and staying invested 12:23 — 2025 surprises: no recession, tariffs, and asset class shifts 21:18 — What worked: metals, market tails, and quiet standouts 24:48 — What we're watching for 2026: diversification, election-year volatility, and cash planning   Resources Mentioned: 11:41 - What is Direct Indexing? Customization, Taxes, and More - Monument Wealth Management - https://monumentwealthmanagement.com/resource/direct-indexing-benefits-taxes/   Connect with Monument Wealth Management:    Visit our website: https://monumentwealthmanagement.com/   Follow us on Instagram: https://www.instagram.com/monumentwealth/#   Connect on LinkedIn: https://www.linkedin.com/company/monument-wealth-management/   Connect on Facebook: https://www.facebook.com/MonumentWealthManagement   Connect on YouTube: https://www.youtube.com/user/MonumentWealth#Fit   Subscribe to our Private Wealth Newsletter: https://monumentwealthmanagement.com/subscribe/   About "Off the Wall":    Markets are noisy. Your time is limited. Off The Wall cuts through the clutter. Hosts Dave Armstrong, CFA and Nate Tonsager, CIPM bring you straightforward, candid insights about what's really moving markets and why it matters for successful investors. From economic shifts to portfolio positioning, we break down the complexities so you can invest with intention and stay grounded when headlines and life feels chaotic.   Learn more about our hosts on our website at https://monumentwealthmanagement.com

    38 min

  5. 16. 12. 2025.

    What Investors Asked: Predictions, Bitcoin, and Gold

    In this Ask Monument Anything episode, we're answering real questions from listeners of the show. From a question about Michael Burry's bold predictions and why they continue to draw attention, to a discussion of Bitcoin's unusual performance in 2025 and the renewed curiosity around gold as a potential safe-haven asset, the conversation then shifts to private credit's emerging role inside 401(k) target-date funds.   Key takeaways: • The patterns that show up again and again when attention-grabbing forecasts circulate • Forces that pushed Bitcoin into an unexpected direction this year • A renewed focus on gold as investors look for steadier ground • Some new considerations for retirement savers as private credit enters target-date funds • Shifts in interest rates that reshape valuations and private-market activity • Context that helps separate meaningful insight from fast-moving headlines   Please see important podcast disclosure information at https://monumentwealthmanagement.com/disclosures   Episode Timeline/Key Highlights:   0:00 – Your Questions Answered in This Episode 2:58 – The Michael Burry Obsession and Timing Challenges 10:20 – Consistency Over Hero Trades 12:40 – Bitcoin's 2025 Divergence and Crypto Volatility 20:10 – Supply, Demand, and the Case for "Own It or Don't" 23:15 – Private Credit in 401(k)s: Fees, Liquidity, and Hidden Risks 34:05 – Bonus Question: Rate Cuts and Private Equity Connect with Monument Wealth Management:    Visit our website: https://monumentwealthmanagement.com/   Follow us on Instagram: https://www.instagram.com/monumentwealth/#   Connect on LinkedIn: https://www.linkedin.com/company/monument-wealth-management/   Connect on Facebook: https://www.facebook.com/MonumentWealthManagement   Connect on YouTube: https://www.youtube.com/user/MonumentWealth#Fit   Subscribe to our Private Wealth Newsletter: https://monumentwealthmanagement.com/subscribe/   About "Off the Wall":    Markets are noisy. Your time is limited. Off The Wall cuts through the clutter. Hosts Dave Armstrong, CFA and Nate Tonsager, CIPM bring you straightforward, candid insights about what's really moving markets and why it matters for successful investors. From economic shifts to portfolio positioning, we break down the complexities so you can invest with intention and stay grounded when headlines and life feels chaotic.   Learn more about our hosts on our website at https://monumentwealthmanagement.com

    37 min

  6. 01. 12. 2025.

    The Guide to Less Stressful Holiday Giving

    The holidays come fast and somehow the shopping and gifting part always seems to catch us by surprise. In this episode of Off The Wall, host David B. Armstrong, CFA is joined by Cathleen Phelps and Cecelia Gilliam from our Client Experience team as they sit down in full holiday mode to share ideas that make gifting feel fun again. From opening Roth IRAs for teens, funding 529 plans for nieces and nephews, and introducing kids to charitable giving, to practical strategies like shared family experiences, subscriptions, organizing spreadsheets, and even planning for parents who "don't need anything," the conversation covers it all. They also get into the memorable, messy, and hilarious stories that make holiday traditions special, plus creative ways to stay thoughtful without overspending. If you want ideas that actually help—without adding to December chaos—this one will brighten your season.       Please see important podcast disclosure information at https://monumentwealthmanagement.com/disclosures   Episode Timeline/Key Highlights:   0:00 – Disclaimers & Holiday Setup 2:45 – Making Gifting Joyful Again 6:55 – Smart Money Gifts for Kids & Family 10:14 – Experiences & Traditions 14:12 – Gifting for Adults & Practical Ideas 23:10 – Pets, Extended Family, Tight Years & Closing Connect with Monument Wealth Management:    David B. Armstrong, CFA on LinkedIn: https://www.linkedin.com/in/davidbarmstrong/   Cecelia Gilliam on LinkedIn: https://www.linkedin.com/in/cecelia-gilliam-86339a252/    Cathleen Phelps on LinkedIn: https://www.linkedin.com/in/catheendphelps/   Visit our website: https://monumentwealthmanagement.com/   Follow us on Instagram: https://www.instagram.com/monumentwealth/#   Connect on LinkedIn: https://www.linkedin.com/company/monument-wealth-management/   Connect on Facebook: https://www.facebook.com/MonumentWealthManagement   Connect on YouTube: https://www.youtube.com/user/MonumentWealth#Fit   Subscribe to our Private Wealth Newsletter: https://monumentwealthmanagement.com/subscribe/   About "Off the Wall":    OFF THE WALL is a podcast for business professionals and high-net-worth investors who want to build wealth with purpose. A little bit Wall Street, a little bit off-the-wall; it's your go-to for straightforward, unfiltered wealth advice on topics that founders, business owners, and executives care about.    Learn more about our host Dave Armstrong on our website at https://monumentwealthmanagement.com

    32 min

  7. 24. 11. 2025.

    The Biggest Questions Shaping Portfolios Right Now

    Markets feel noisy right now, and investors are asking sharper questions than usual. In this episode of Off The Wall, Nate W. Tonsager, CIPM® and David B. Armstrong, CFA open with the surge in tech valuations and the unusual weight a handful of companies now hold inside the S&P 500. We'll hear about what that concentration means for volatility, why some portfolios feel out of sync with the index, and how listeners can think about risk when the market feels lopsided. Next, they talk about the current labor environment, which is a mix of hiring freezes and productivity changes, and what those signals might suggest for the next stretch of the economic cycle. They reflect on the themes from Warren Buffett's final shareholder letter and the kind of mindset that helps people stay steady through big market swings. Please see important podcast disclosure information at https://monumentwealthmanagement.com/disclosures   Episode Timeline/Key Highlights: 0:00 - Welcome And AMA Setup 3:23 - Why Tech Valuations Drive Volatility 6:56 - Index Concentration And Investor Tradeoffs 13:30 - PE Ratios, Magnificent Seven, And Earnings Power 19:45 - Risk Management Over Chasing Returns 26:06 - Grading The Labor Market:  31:05 - Layoff Data, AI Productivity, And Hiring 34:00 - Fire Drills For Portfolio Risk   Connect with Monument Wealth Management:    Visit our website: https://monumentwealthmanagement.com/   Follow us on Instagram: https://www.instagram.com/monumentwealth/#   Connect on LinkedIn: https://www.linkedin.com/company/monument-wealth-management/   Connect on Facebook: https://www.facebook.com/MonumentWealthManagement   Connect on YouTube: https://www.youtube.com/user/MonumentWealth#Fit   Subscribe to our Private Wealth Newsletter: https://monumentwealthmanagement.com/subscribe/   About "Off the Wall":    OFF THE WALL is a podcast for business professionals and high-net-worth investors who want to build wealth with purpose. A little bit Wall Street, a little bit off-the-wall; it's your go-to for straightforward, unfiltered wealth advice on topics that founders, business owners, and executives care about.    Learn more about our host Dave Armstrong on our website at https://monumentwealthmanagement.com

    36 min

  8. 03. 11. 2025.

    3 Trends in Charitable Giving that May Change How You Give This Year

    2025 has been a rough year for charities. Economic uncertainty, decreased federal funding, political polarization – in many ways, nonprofits are facing a lot of the same challenges they did during Covid, as well as a few new ones. Charitable organizations need your donations now more than ever.  In this episode, we're joined by former OFF THE WALL co-host and Partner at Monument, Jessica Gibbs, CFP® as she highlights three current trends in charitable giving and how you can adjust your giving strategy to help make a bigger impact. If you're currently looking at end-of-year giving or planning ahead for next year, be sure to tune in for the full episode.       Please see important podcast disclosure information at https://monumentwealthmanagement.com/disclosures   Episode Timeline/Key Highlights:   0:00 Disclosure 0:24 The Future of Giving 3:13 The State of Nonprofits Today 8:26 Funding Pressures and the Power of Flexibility 14:17 Burnout, Morale, and Donor ROI 21:01 Sustaining Impact Through Multi-Year Giving 26:09 How to Give with Intention 30:42 Closing Thoughts and Resources Resources Mentioned: Check out our sister podcast, Between Sips: https://monumentwealthmanagement.com/between-sips-podcast/   Watch 75th Episode of OFF THE WALL on YouTube: https://youtu.be/pc_3Z7f7CY8   Connect with Monument Wealth Management:    Visit our website: https://monumentwealthmanagement.com/   Follow us on Instagram: https://www.instagram.com/monumentwealth/#   Connect on LinkedIn: https://www.linkedin.com/company/monument-wealth-management/   Connect on Facebook: https://www.facebook.com/MonumentWealthManagement   Connect on YouTube: https://www.youtube.com/user/MonumentWealth#Fit   Subscribe to our Private Wealth Newsletter: https://monumentwealthmanagement.com/subscribe/   About "OFF THE WALL":    Markets move fast. OFF THE WALL helps you stay one step ahead. Hosts David B. Armstrong, CFA, and Nate Tonsager, CIPM, are talking about the things that Wall Street isn't: breaking down what's really happening in the markets and economy, how it impacts your wealth, and the smart moves to consider right now.    Learn more on our website at https://monumentwealthmanagement.com/off-the-wall-podcast/

    34 min
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Opis

OFF THE WALL is a podcast for business professionals and high-net-worth investors who want to build wealth with purpose. A little bit Wall Street, a little bit off-the-wall; it's your go-to for straightforward, unfiltered wealth advice on topics that founders, business owners, and executives care about. Connect with us on Instagram @MonumentWealth or on LinkedIn at Monument Wealth Management. Thanks for joining us!

Informacije

  • Autor
    Monument Wealth Management
  • Aktivne godine
    2021. - 2026.
  • Epizode
    83
  • Ocjena
    Korektno
  • Copyright
    © Monument Capital Management
  • Web‑stranica emisije
    Off The Wall

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