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Frugal February
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...

Constantine J Kitrinos, CPFA
Feb 10, 20253 min read


Congratulations to the Philadelphia Eagles on their Super Bowl LVII victory!
Historical Facts for Eagles Fans: The Philadelphia Eagles have a rich history dating back to 1933. The team has won three Super Bowls...

Constantine J Kitrinos, CPFA
Feb 10, 20253 min read


Navigating Change with Faith
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...

David T Georgiev, MBA, CKA
Feb 2, 20254 min read


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

Constantine J Kitrinos, CPFA
Jan 23, 20252 min read


Happiness beyond loss
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...

Constantine J Kitrinos, CPFA
Jan 23, 20256 min read


Start the New Year Right: Financial Tips to Boost Your Wealth in 2025
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

Constantine J Kitrinos, CPFA
Jan 1, 20257 min read


Is Your Business Protected? The Importance of Having a Comprehensive Protection Plan
As a seasoned financial professional working with business owners, I’ve seen firsthand the devastating impact of a poorly planned business e

Constantine J Kitrinos, CPFA
Nov 22, 20244 min read


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

David T Georgiev, MBA, CKA
Jul 19, 20243 min read


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

Constantine J Kitrinos, CPFA
Jun 20, 20242 min read


Keep more of what you make: Don't allow the tail to wag the dog
The gem you didn't know about until now Direct indexing is an investment strategy that lets you replicate the performance of a market...

Constantine J Kitrinos, CPFA
Jun 10, 20244 min read


New Rules! A Guide to Converting Your 529 Plan to a Roth IRA
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...

Constantine J Kitrinos, CPFA
May 14, 20244 min read


Tools of Success: The Impact of Small Changes in Workplace Efficiency"
From Renovation to Rejuvenation: Why Preparedness is the Key to Financial Success. It's the "little" things that matter. Just like a...

Constantine J Kitrinos, CPFA
May 14, 20244 min read


Taming the Tide: Strategies to Conquer Debt in a High-Interest Rate Environment
The winds of economic change have shifted, and for many of us, that means facing a new reality: high interest rates. Ready or not,...

Constantine J Kitrinos, CPFA
May 13, 20244 min read


Beyond Tacos and Tequila: The True Meaning of Cinco de Mayo
¡Olé! But Do You Know Why We Celebrate Cinco de Mayo? Fiesta flags, vibrant decorations, and the sounds of mariachi music fill the air –...

Constantine J Kitrinos, CPFA
May 5, 20243 min read


Holding On or Letting Go: Lessons from the Ageless Family Christmas Tree (and Your Investment Portfolio)
If you were to visit my house sometime soon you might think it's still December. Never mind the gray skies, cold weather and bear trees....

Constantine J Kitrinos, CPFA
Apr 30, 20245 min read


Main Street Blues: How Inflation is Crippling America's Small Businesses
The American dream has long been synonymous with small business ownership. Who wouldn't want something they're proud of? From cozy cafes...

Constantine J Kitrinos, CPFA
Apr 30, 20244 min read


Contrarian Investor with a Social Conscience
🥳 Happy Birthday Leon Cooperman! Just who is Mr. Cooperman you might ask. Not all know him, but regardless if you agree with his outlook...

Constantine J Kitrinos, CPFA
Apr 25, 20244 min read


I'm retired now, so what
Rethinking Retirement: Exploring Alternative Investments for a Sustainable Future For as long as many can remember traditional retirement...

Constantine J Kitrinos, CPFA
Apr 25, 20246 min read


Credit Cards- Discipline or Disaster
Defeating Goliath: Aligning Finances with Your Faith In today’s blog we will be discussing the evil one himself, the credit card!! LOL,...

David T Georgiev, MBA, CKA
Apr 24, 20244 min read


Go big or Go Home
Small guys falling down Small Caps Stumble: Is the Dream of Rate Cuts Dead? The party might be over for small and mid-cap stocks. After...

Constantine J Kitrinos, CPFA
Apr 22, 20243 min read
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