Episode Ep 73 July 9, 2025 40 min 11s

Should You Wait to Invest? The Q2 Market Review

From Off The Wall Monument Wealth Management

In this special Q2 Market Review episode of Off the Wall, we're introducing a new segment: Ask Monument Anything (AMA). Dave, Nate, and Erin answer questions from clients and listeners, and also cover what went down in the markets during the second quarter of 2025. They cover everything from interest rates and inflation to timing your investment strategy and understanding international diversification.

If you are wondering how to approach market timing, if cash is still king, or if international stocks should fit into your portfolio, this episode is for you!

Dedicated email address for the Ask Monument Anything (AMA) section: [email protected]

Please see important podcast disclosure information at https://monumentwealthmanagement.com/disclosures

Episode Timeline/Key Highlights:

0:00 Disclosure

1:10 Launch of "Ask Monument Anything" (AMA) Segment

2:22 Second Quarter Review

4:47 Should/Will the Fed Start Cutting Rates?

11:00 Tariffs and Inflation

15:01 Are private equity and private credit outperforming the S&P500?

24:21 Mid-Year Predictions Recap: Dave

29:25 Mid-Year Predictions Recap: Nate

33:28 Mid-Year Predictions Recap: Erin

37:52 Final Thoughts + Newsletter and Bonus Content Reminder

39:10 Disclosure

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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 hosts, Dave and Jessica, on our website at https://monumentwealthmanagement.com