The Partners of Monument Wealth Management are often interviewed for, featured in, or write their own articles to be published. Some periodicals that they have appeared in include The New York Times, The Washington Post and The Wall Street Journal. A collection of the articles are listed below. You may click on any of the links to be directed to online version of the article.
Meet these workplaces ruling the region…
With all the ominous talk of tax increases and a “fiscal cliff” if President Obama and Congressional leaders can’t agree on a plan to avert automatic tax increases on Dec. 31, some investors may be tempted to act soon to take advantage of the current tax rates. But financial advisers say that in their rush to doing something this year, investors may end up with regrets.
Despite the shaky U.S. economy, many entrepreneurs continue to start and grow their businesses here and amass great wealth in the process. But many of them aren’t adequately preparing for the day when they will need to unlock that wealth. Many of today’s entrepreneurs are paper rich, with up to 90% of their net worth tied up in illiquid company equity. It’s not until they undertake a liquidity event—a full or partial sale of...
Advisors are always looking for ways to improve client outcomes. These days an increasing number are turning their sights to exchange-traded funds (ETFs) to help them construct client portfolios. Where in the past an advisor might have looked to a basket of securities to create exposure to a particular sector or geographic region, now he or she can accomplish the same thing easier and cheaper with an ETF with just one trade.
It’s a retiree’s nightmare: outliving the assets in a retirement portfolio. Between historically low interest rates dragging on fixed-income yields and uncertainties about taxes, not to mention the threat of future inflation and volatile markets that send skittish investors seeking shelter, retirees who are living longer are finding it challenging to keep their portfolios up to speed.
How is this for a dream job? Unlimited paid leave. Time off for philanthropy. Friday afternoon chair massages. And that’s just the icing on the cake. Imagine creating a culture where empowered employees have the opportunity to do what they do best every day.