Monument Wealth Management

Monument Wealth Management Monument Wealth Management is the wealth strategy firm built for life’s biggest decisions. See important disclosures on our website.

We help successful professionals turn wealth into optionality—throughout and after their careers. We work with successful, driven professionals who have spent years building their success, often making trade-offs along the way, and are now ready to put more of their priorities first. Acting as your "second brain" and thinking partner, we help you Make Life Option Rich™ by using your wealth to crea

te true optionality: the freedom to live with purpose, invest with conviction, and act without hesitation—throughout and after your career. Using customized investment strategies and integrated financial planning, we help connect the dots across your financial life so you can see your options clearly and move forward with intention every time life says, “Time now?”

Monument Wealth Management is a Registered Investment Advisor. Please see our Important Disclosure Information and Privacy Notice on our website at www.monumentwealthmanagement.com/disclosures.

06/01/2026

Owning a little bit of everything sounds like smart diversification.

It also means you're guaranteed to own a lot of what isn't working.

Dave and Nate break down why broad market exposure isn't the same as a resilient portfolio — and what it actually takes to build one.

Join us for the latest episode of Off The Wall.
Apple Podcasts: https://loom.ly/O2GXF_Y
Spotify: https://loom.ly/5kcrqws
YouTube: https://loom.ly/VZxGTsM

Transcriptions are generated automatically, may not be completely accurate, and should not be relied on. Please see important video disclosure information https://loom.ly/l38Roec

05/29/2026

Most wealth transfers fail by the third generation.

Not because of bad investments. Not because of a flawed estate plan.

Because the story of how the wealth was built — and why it matters — never made it to the next generation.

Financial capital is visible. It's measurable. It's where most of the planning energy goes. But the four forms of capital that actually determine whether a family thrives across generations? They don't show up on any balance sheet.

Smart families know this. They do the work.

Emily Harper, CFP® and Jessica Gibbs, CFP® break down what that work actually looks like — and how to start — on the newest episode of Between Sips. 🎧 Link in comments.

Is passive investing the most cost-effective way to build a portfolio?Many investors think so.But choosing a “set-it-and...
05/28/2026

Is passive investing the most cost-effective way to build a portfolio?

Many investors think so.

But choosing a “set-it-and-forget-it” strategy means you are inheriting the structural vulnerabilities of the crowd.
In this episode, David B. Armstrong, CFA and Nate Tonsager, CIPM, CFA challenge the indexing myths that leave high-net-worth portfolios exposed to unnecessary risk. They break down why matching a benchmark exactly can mislead your long-term wealth goals, how to spot the hidden costs of tracking the market, and what it truly means to build structural resilience into your asset allocation.

Check out the full episode on your favorite podcast platform to learn how to move past the benchmark.
Apple Podcasts: https://loom.ly/O2GXF_Y
Spotify: https://loom.ly/5kcrqws
YouTube: https://loom.ly/VZxGTsM

05/27/2026

Everyone is debating whether the new Fed chair will be independent. We think that's the wrong question.

Instead of predicting which way Kevin Warsh will lean, they make the case for something more useful: grade him on his performance. The Fed chair doesn't slam a gavel and run everything. It's a 12-person voting committee, and building consensus is the job. And here's the part most people haven't thought about yet: Jerome Powell isn't going anywhere. He's staying on as a Fed governor, which means Warsh walks into a room where Powell still has a vote.

The political conversation around the Fed is loud right now. David B. Armstrong, CFA and Nate Tonsager, CFA, CIPM offer a fresh perspective on this episode of OFF THE WALL.

YouTube: https://loom.ly/sW8u9f8
Spotify: https://loom.ly/ZsVmmHc
Apple Podcasts: https://loom.ly/T4QGMZs

The last time corporate America redirected capital at this scale, it reshaped the economy for a generation.Right now, th...
05/22/2026

The last time corporate America redirected capital at this scale, it reshaped the economy for a generation.
Right now, the biggest names in tech are pulling back on stock buybacks and pouring money into AI chips, data centers, and infrastructure instead. We are entering a $1 to $2 trillion reinvestment cycle, and the ripple effects are going to reach far beyond Silicon Valley.

This is not just a story about Big Tech. As the hyperscalers build the foundation, the rest of the S&P 500 is catching up with resilient earnings growth of its own. The companies that understand how to position around this shift will look very different from the ones still playing by the old playbook.

The question worth asking is: Is your portfolio positioned to move with this new cycle?

For a deeper look at what this means for your investments, listen to the full conversation on Off The Wall.

YouTube: https://loom.ly/sW8u9f8
Spotify: https://loom.ly/ZsVmmHc
Apple Podcasts: https://loom.ly/T4QGMZs

05/20/2026

32 AI trading tests. Most of them lost money. Collectively, they burned through a third of their capital in two weeks.

That's not a reason to dismiss AI entirely. But it is a reason to understand what it's actually good at and what it isn't.

David B. Armstrong and Nate Tonsager break down where AI genuinely earns its place in the investment process. As a data collection tool, it can be incredibly useful. You can hand it a list of tickers, ask it to flag which ones generate K1s versus 1099s, pull the sources, and cut your research time significantly. But the moment you ask it to tell you whether something is good or bad for your specific situation, you've handed the wheel to something that doesn't know you, your goals, your tax picture, or your timeline.

The investors who get burned aren't the ones using AI. They're the ones using it without checking it.

Catch the full episode of Off The Wall wherever you listen to podcasts.

YouTube: https://loom.ly/sW8u9f8
Spotify: https://loom.ly/ZsVmmHc
Apple Podcasts: https://loom.ly/T4QGMZs

The latest episode of Off The Wall is out.Most people are watching the headlines about the new Fed chair and wondering w...
05/18/2026

The latest episode of Off The Wall is out.

Most people are watching the headlines about the new Fed chair and wondering whose side he's on. But we think that's the wrong conversation entirely.

In this episode, David B. Armstrong, CFA and Nate Tonsager, CIPM, CFA break down the real story behind Q1 earnings and why a $2 trillion shift in how companies are spending their cash could be rewriting a 35-year investment playbook. They get specific about who's doing the spending, what it means for your portfolio, and why momentum in the data matters more than predictions about where things are headed.

They also cut through the noise on the Fed transition, explain why the new chair has far less unilateral power than most people assume, and make the case that Jerome Powell staying on as a Fed governor changes the dynamic in ways nobody is talking about yet.

And when it comes to AI? They put the hype aside and get honest about where it actually belongs in the investment process and where it doesn't.

Find the full episode on your favorite podcast platform.

YouTube: https://loom.ly/sW8u9f8
Spotify: https://loom.ly/ZsVmmHc
Apple Podcasts: https://loom.ly/T4QGMZs

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

Telephone

(703)5049600

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