Fear is normal for anyone who depends on their investments to live. Volatility sounds like a fancy word advisors use to put lipstick on investment losses, but that's not always the case. Firstly, if you are feeling anxious or fearful about the stock market, investments, and your money, you are not alone. Growing apprehension about potential market volatility and rich, frothy valuations is commonplace and quite simply expected. There are numerous reports and concerns surroundi

The thing we've been hearing about for a while that everyone thinks they know, but not really sure how it works and what the bill itself does. It's the "One, Big, Beautiful Bill" or O, triple B that everyone's throwing around like they know it front and back! We have only just scratched the surface about the bill and what it means to fellow Americans. Let's get a little more context and talking points to get an idea of how things actually played out. Just enough to keep thing

As the final months of 2025 race toward us, your financial advisor is likely talking to you about required minimum distributions, Roth conversions, tax-loss harvesting opportunities, and maximizing your year-end contributions. And while those wealth strategies are critical for a strong finish, we’re challenging you to consider an even more fundamental question: How is your health preparing you for your wealth? Probably one of the most neglected pieces to the puzzle because it

As a managing partner at a private equity firm, podcast host, and educator, I've had countless conversations about financial planning,...

More than a dream For many families, the dream of a higher education for their loved ones is a powerful motivator. I can remember those...

The Dreaded Talk It's a conversation many of us shy away from or simply run away whenever the topic comes up. Although not easy by any...

What's shaking up Wall Street lately – if you're reading this you have probably already read several articles, watched tv programs and...

It's an exciting time to be an investor, with opportunities across various asset classes. Does that mean coupons are flying around with...

February Financial Boost: Your Path to a Prosperous Year Hey everyone! As we kick off a new year, I want to share a powerful strategy to...

Historical Facts for Eagles Fans: The Philadelphia Eagles have a rich history dating back to 1933. The team has won three Super Bowls...

A Biblical Perspective on the New Presidency and Your Investments As we welcome a new president into office, many of us are filled with a...

Join Our Team: Exciting Opportunity for an Operational Specialist at Monarch Wealth Management! Are you ready to embark on a rewarding...

Unfortunately, we all encounter the loss of a loved one, but there is hope. I promise! It might seem like you'll never be the same again...

As we bid farewell to 2024 and welcome 2025, it's the perfect time to reflect on our "Life Goals" and set new resolutions that could enhance

As a seasoned financial professional working with business owners, I’ve seen firsthand the devastating impact of a poorly planned business e

Defeating Goliath: Aligning Finances with Your Faith Believe it or not, the Bible talks about diversified investments! Ecclesiastes 11:2...

The gem you didn't know about until now Company Description Monarch Wealth Management, LLC is a financial firm located in Brighton, NY....

The gem you didn't know about until now Direct indexing is an investment strategy that lets you replicate the performance of a market...

Spare change is a beautiful thing, but this is a different type of change. The SECURE 2.0 Act, enacted in December 2022, brought exciting...