A Podcast for all things financial
Summary The new year is not off to a hot start with all three major indices in the red. Whether it’s tension in the Ukraine, rising rates or inflation, a buzzsaw is out to get certain areas of the market and specific bond positions. It’s no surprise that the tech sector is down the most…
Summary It’s a new year and that means most of us have some New Year’s resolutions that are underway. That means the typical “I need to lose 10lbs” or something like that. For some it means budgeting or spending change. Either way, it’s a great time to take a deep breathe, reassess what happened last…
Summary With only a few days left in the year, we focus on a reminder of what’s happened through the ups and downs of 2021. Looking in the rearview mirror will give us some perspective on what was and what might happen in the new year. We’ll take a stroll down memory lane and begin…
Constantine J Kitrinos, CPFA
The Podcast is a platform where I share insight on a variety of topics to complement other resources for my Monarch Wealth Management clients. I also share content via a number of other outlets to include: Monarch Insider Newsletter, Roch Bottom Financial Analysis blog, Financial Model blog, and various social media and website posts.
Branch Operations Manager
Jason T Georgiev
I’m friendly, resourceful and bring the questions that you might be thinking about too. Although I’m not an expert in money management and financial planning, I get the answers we all want to know and learn about.
Stay in The Know
Get every new episode delivered to your inbox.
Follow us on:
Have something you want me to discuss on the podcast?
Use the hashtag #PennyWiseFinancial on Twitter or send a message from the contact form.
©2021 by Monarch Wealth Management, LLC.
Disclaimer: The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.
The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Securities offered through LPL Financial, Member FINRA & SIPC. Investment advice offered through Private Advisor Group, a Registered Investment Advisor. Private Advisor Group and Monarch Wealth Management are separate entities from LPL Financial. Access to BrokerCheck. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: NY, FL, OH, TX, NC, SC, IL, AZ.