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Monument Wealth Management

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Monument Wealth Management

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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 create 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.

10/23/2026

For a long time, bonds were the part of the portfolio investors knew they were supposed to own…but weren’t particularly excited about.

That’s changed.

With nominal yields at their highest levels since 2002, fixed income can once again offer meaningful income—and give investors another place to put capital to work beyond stocks.

But higher yields are only part of the story. How you build the fixed income side of a portfolio matters, too. Individual bonds can create opportunities to manage taxes more intentionally and match maturities to specific cash flow needs.

As Dave put it on the latest OFF THE WALL:

“For the first time in a long time, bonds have earned a real seat at the table.”

Swipe for three things we’re thinking about when it comes to fixed income today.

10/22/2026

When interest rates rise, the value of your bonds can fall. If you're looking at your statement and seeing a loss, it can feel alarming.

But think about it like your house. Let's say you bought it for $500,000, and someone knocks on your door offering $400,000. You'd say no. You live there, you like it, and you're not selling.

Bonds work the same way. If you hold a bond to maturity, you don't realize that loss on paper. That's why we encourage investors to build a bond portfolio with the mindset that you're planning to hold each bond until it matures or is called.

In this clip from OFF THE WALL, Dave Armstrong, CFA®, explains how to think about falling bond values when interest rates rise, and why the plan you set at the start matters more than the number on your statement.

Watch or listen now:
📺 YouTube: https://loom.ly/qwpPGkw
🎧 Apple Podcasts: https://loom.ly/2CJ3KCk
🎧 Listen on Spotify: https://loom.ly/KrjOCFU

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

10/20/2026

10-year yields above 5%. Oil near $100. A market led by just a handful of stocks.

Q3 had a lot going on under the surface, and it's not too late to think about what it means for your portfolio.

In the 100th episode of OFF THE WALL, Dave Armstrong, CFA®, and Nate Tonsager, CFA®, CIPM, break down the third quarter, including why the Magnificent 7 surged while the average stock fell behind, and why bonds are earning a "real seat at the table" again.

They also look ahead to Q4, from the expanding conflict in the Middle East to what history says about stocks after midterm elections. Spoiler: the market may care less about who wins than you'd expect.

If you want a clear-eyed look at what's driving markets and what deserves your attention heading into year-end, this episode is for you.

Watch or listen now:
📺 YouTube: https://loom.ly/qwpPGkw
🎧 Apple Podcasts: https://loom.ly/2CJ3KCk
🎧 Listen on Spotify: https://loom.ly/KrjOCFU

10/14/2026

If your parents needed your help tomorrow, would you know where to start?

You don't need to know every account balance or every detail of their financial plan.

But there are a few things worth knowing before you actually need them:

Who has the authority to step in and make decisions? Are the people named in their estate documents still the right people? Where are the important documents and passwords? Who are the attorney, accountant and financial advisor you'd need to call?

These may sound like simple questions. But when a health issue or other crisis happens, figuring out the answers can become surprisingly complicated.

And that's the point of having the conversation now.

The goal isn't to take over your parents' finances. It's to understand their wishes and have a map for what to do if they eventually need your help.

On the latest episode of Between Sips, Emily Harper, CFP® and Jessica Gibbs, CFP® talk through the financial, legal and family considerations worth discussing with aging parents—and how to start the conversation before you're forced to.

Listen to the episode: https://loom.ly/pvynAdU ☕

10/05/2026

“You’re supposed to be a 30-year investor, not a 30-day trader.”

Nate makes a good point.

If you're investing for retirement, financial independence, or the next chapter of your life, September's market performance is worth understanding. But how much should one month influence decisions you're making for the next 10, 20, or 30 years?

That's where your financial plan comes in.

Knowing how much cash you'll need in the near term, how much investment risk you're taking, and what your portfolio needs to accomplish over time gives you a framework for evaluating market moves.

Sometimes the right decision is to make a change. Sometimes it's to stay the course. The important thing is understanding why.

On this week's OFF THE WALL, Dave Armstrong, CFA®, and Nate Tonsager, CFA®, CIPM, discuss September's historical market performance, what typically happens in the fourth quarter, and how they think about short-term volatility in the context of long-term investing.

Watch or listen now:
📺 YouTube: https://loom.ly/FvQhcKc
🎧 Apple Podcasts: https://loom.ly/lvlSQTs
🎧 Listen on Spotify: https://loom.ly/ISWgz4w

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

10/02/2026

Understanding the math behind your portfolio is easy; controlling your reaction when market headlines hit your stomach is where ex*****on actually happens.

Most conventional risk assessments rely heavily on how much volatility you can financially absorb or how much risk you believe is necessary for future growth. But capacity and tolerance only tell half the story when a sudden market drop threatens a timeline for a major goal.

The variable that dictates your outcomes during choppy markets is Risk Composure.

When short-term uncertainty causes your stomach to churn, low composure can easily override years of logical planning and long-term conviction. A strategy built without accounting for your emotional reaction forces you to rely on sheer willpower at the exact moment it's hardest to summon.

Listen to this week’s episode of Between Sips to see how Emily and Jessica break down the crucial difference between what your portfolio can afford and how your brain actually handles the ride.

10/01/2026

September has historically been the weakest month of the year for the S&P 500.

Does that mean you should do something different with your portfolio every September?

Not necessarily.

Historical market patterns are interesting, but they aren't a reliable way to predict what stocks will do next month.

What you CAN plan for is how much cash you'll need.

If you have a major expense coming up, whether it's college tuition, a home renovation, or simply covering your living expenses in retirement, having that money set aside can help you avoid selling investments at an inopportune time.

That's a much more useful way to prepare for market volatility than trying to guess when the next pullback will happen.

On this week's OFF THE WALL, Dave Armstrong, CFA®, and Nate Tonsager, CFA®, CIPM, discuss September's historical market performance, what the data tells us about the fourth quarter, and why your cash strategy matters when markets get unpredictable.

Swipe through for a few takeaways, then watch or listen to the full episode.

Watch or listen now:
📺 YouTube: https://loom.ly/FvQhcKc
🎧 Apple Podcasts: https://loom.ly/lvlSQTs
🎧 Listen on Spotify: https://loom.ly/ISWgz4w

09/30/2026

When markets get ugly, you still have three choices:

Buy. Hold. Sell.

That's it.

The harder part is knowing which one makes sense for you when headlines are coming fast and your portfolio is taking a hit.

This is one reason we talk so much about having a cash strategy. If you have enough cash set aside for your near-term needs, you may be able to ride out a market pullback without selling investments to pay for your life.

And if you have cash available beyond what you need for spending, a pullback may present opportunities to buy.

On this week's OFF THE WALL, Dave Armstrong, CFA®, and Nate Tonsager, CFA®, CIPM, discuss how to think through those three choices when markets get volatile—and why it's worth making a plan before you're in the middle of a selloff.

Watch or listen now:
📺 YouTube: https://loom.ly/FvQhcKc
🎧 Apple Podcasts: https://loom.ly/lvlSQTs
🎧 Listen on Spotify: https://loom.ly/ISWgz4w

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

09/29/2026

Tariffs. Interest rates. Energy prices. AI debt.

There's plenty for investors to keep an eye on right now. But how much of it should actually change what you're doing with your portfolio?

That's what Dave Armstrong, CFA®, and Nate Tonsager, CFA®, CIPM, are tackling on this week's OFF THE WALL.

They're answering three Ask Monument Anything questions about the geopolitical risks making headlines, why September has historically been a tough month for stocks, and what the data tells us about the fourth quarter.

They also get into an important distinction: understanding market risks doesn't mean you need to trade around every headline.

If you've been wondering what deserves your attention and what may already be reflected in market prices, this episode is for you.

Watch or listen now:
📺 YouTube: https://loom.ly/FvQhcKc
🎧 Apple Podcasts: https://loom.ly/lvlSQTs
🎧 Listen on Spotify: https://loom.ly/ISWgz4w

09/21/2026

Some of the most important and impactful work we do is helping clients define WHAT they want to transfer, in addition to their wealth:

➡️Vision.
➡️Values.
➡️Stories.
➡️Connection.

Monument's Emily Harper, CFP® and Jessica Gibbs, CFP® joined the VISIONARY ADVISOR podcast for a discussion around legacy planning from the perspective of the rising generation, including an important question that families often struggle to answer:

How do you talk about wealth, inheritance, and intentions BEFORE a major life event forces the conversation?

Thank you to Alex Kirby of Total Family for the opportunity to share our perspectives.

Listen to the full conversation here: https://www.buzzsprout.com/2449330/episodes/19702466

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

Website

http://www.monumentwealthmanagement.com/

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