Monument Wealth Management
Share
Monument Wealth Management is the wealth strategy firm built for life’s biggest decisions. See important disclosures on our website.
Most people have one portfolio, but multiple time horizons.
A house in two years. A child's education in 10. Retirement in 30. Those goals don't carry the same risk profile, so treating them like they do doesn't simplify your strategy. It hides the gaps.
Instead of asking, "How should I be invested?" The better question is, "What's the money for?" Answer that clearly, and the strategy tends to follow.
In the latest episode of Off The Wall, David B. Armstrong, CFA and Nate Tonsager, CFA, CIPM walk through how to build a portfolio framework that matches each dollar to its purpose — so volatility becomes something you can navigate, not something that threatens everything at once.
Watch or listen now:
📺 YouTube: https://loom.ly/WlbwU1w
🎧 Apple Podcasts: https://loom.ly/HD9e8GQ
🎧 Listen on Spotify: https://loom.ly/BUXTAIQ
Transcriptions are generated automatically and may not be completely accurate. Please see important video disclosure information at https://loom.ly/l38Roec
06/26/2026
You can have the right investment strategy and still lose ground. Most of the time, the culprit isn't the plan itself, but the moment the markets get rocky and you start questioning whether to stick with the plan.
Your decision at that moment often determines whether or not your returns disappear.
The latest episode of Off The Wall is about what actually separates investors who build wealth from those who don't — and it's not just about the strategy on the spreadsheet. It's whether you can stick with it when the plan gets hard to follow.
David B. Armstrong, CFA and Nate Tonsager, CFA, CIPM break down dollar-cost averaging, capital deployment after a liquidity event, and why the best investment strategy is the one you'll commit to.
Watch or listen now:
📺 YouTube: https://loom.ly/WlbwU1w
🎧 Apple Podcasts: https://loom.ly/HD9e8GQ
🎧 Listen on Spotify: https://loom.ly/BUXTAIQ
Click here to claim your Sponsored Listing.
Category
Contact the business
Telephone
Address
1940 Duke Street, Suite 6100
Alexandria, VA
22314
Opening Hours
| Monday | 9am - 5pm |
| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |
| Friday | 9am - 4pm |
