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Q3 Market Recap: Alternatives, Gold, and the Bull Market Debate
It's the start of a new quarter, which means it's time for a market recap and our special "Ask Monument Anything" segment. David Armstrong, CFA, gets back together with Erin Hay, CFA, CMT, and Nate Tonsager, CIPM, to walk through the latest market moves, where momentum is showing up, and what investors should be paying attention to.
This quarter, they dig into alternatives, gold's surprising surge, and whether today's bull market has more room to run. They also share candid thoughts on cash, dividends, and why being intentional with your portfolio matters more than chasing the latest trend.
It's a thoughtful look at what's shaping the markets today and how those themes might matter for investors moving forward. Tune in!!
Please see important podcast disclosure information at https://monumentwealthmanagement.com/disclosures
Episode Timeline/Key Highlights:
0:00 – Disclosure
0:53 – Market recap
7:01 – Alternatives explained
10:30 – Private equity pitfalls
14:39 – Gold's big rally
22:20 – Bull market signals
25:46 – Cash and dividends
37:02 – Final thoughts
41:30 – Disclosure
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/
David Armstrong on LinkedIn: https://www.linkedin.com/in/davidbarmstrong/
Nate Tonsager on LinkedIn: https://www.linkedin.com/in/nate-tonsager/
Erin Hay on LinkedIn: https://www.linkedin.com/in/erinhay/
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
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By Monument Wealth Management
5
3333 ratings
It's the start of a new quarter, which means it's time for a market recap and our special "Ask Monument Anything" segment. David Armstrong, CFA, gets back together with Erin Hay, CFA, CMT, and Nate Tonsager, CIPM, to walk through the latest market moves, where momentum is showing up, and what investors should be paying attention to.
This quarter, they dig into alternatives, gold's surprising surge, and whether today's bull market has more room to run. They also share candid thoughts on cash, dividends, and why being intentional with your portfolio matters more than chasing the latest trend.
It's a thoughtful look at what's shaping the markets today and how those themes might matter for investors moving forward. Tune in!!
Please see important podcast disclosure information at https://monumentwealthmanagement.com/disclosures
Episode Timeline/Key Highlights:
0:00 – Disclosure
0:53 – Market recap
7:01 – Alternatives explained
10:30 – Private equity pitfalls
14:39 – Gold's big rally
22:20 – Bull market signals
25:46 – Cash and dividends
37:02 – Final thoughts
41:30 – Disclosure
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/
David Armstrong on LinkedIn: https://www.linkedin.com/in/davidbarmstrong/
Nate Tonsager on LinkedIn: https://www.linkedin.com/in/nate-tonsager/
Erin Hay on LinkedIn: https://www.linkedin.com/in/erinhay/
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