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Investing
Less about what markets will do next and more about building a portfolio that doesn’t require you to know.
Monument Group builds globally diversified portfolios using evidence-based strategies rather than forecasting. Allocation follows what the financial plan requires, every holding is held to a standard of value for what it costs to own, and the portfolio is managed for tax efficiency through asset location and loss harvesting. We are fee-only and receive no compensation from any investment we recommend.
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Investment Management
Evidence-based, fee-only portfolio construction, built around value, tax efficiency and the risk your own plan requires — not a forecast.
Learn moreTax-Efficient Wealth Transitions
Deep experience transitioning concentrated stock positions and highly appreciated assets into diversified portfolios while managing tax impact.
Learn moreFinancial Planning
Life planning that coordinates retirement income strategies, estate planning, tax planning, risk management, and charitable giving into one cohesive blueprint.
Learn moreReading on investing
All articles
Lessons from Warren Buffett
July 15, 2025
Why Patience Beats Perfection: The Long-Term Investor's Guide to Market Timing
June 15, 2025
Market Volatility & Tariffs: Keep Calm and Invest On
March 5, 2025
What To Do About Recent Market Swings?
February 25, 2025
Why Sticking to a Long-Term Investment Strategy Pays Off in Market Downturns
January 9, 2025
5 Insights on the Fed, Election, and Volatility in Q4
September 30, 2024
How to Beat Investing FOMO: The Power of Patient Wealth Building
August 30, 2024
3 Investment Factors that Don’t Drive Long-term Returns
August 20, 2024
Teach Kids About Investing
February 25, 2024
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