DOW 30000

So The Dow Hit 20,000… What Does That Mean For You?

First – we feel like Monument is just one of those places that does a great job recruiting and retaining great employees. While not all of them remain, we love to highlight how hard work and good decisions lead to greater success down the road. Many of you may remember Kristen Owen. Kristen started with us as a recent MBA grad and freshly minted with her CFA designation. After life…

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Did You Notice the GDP Report?

The Election Someone please tell Ball Park Franks they HAVE to hire Anthony Weiner to make a spoof YouTube ad for next summer. I mean, it’s a layup. Other than that, I’m not touching the election. The only points I’ve made about it can (and should) be read in one of my earlier blog posts. You can already see how the market will react to any surprise election results that…

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Economic Review Video: First Quarter, 2016

Hi everyone, thanks for tuning in to hear our thoughts on the current U.S. economy.  In our July, 2015 and January, 2016 videos, I spent some time discussing how the recovery still has room to run.  This video will give you a detailed look into how the economy has evolved since then. Important Disclosure Information for “Economic Review Video: First Quarter, 2016” Please remember that past performance may not be indicative of…

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Obama GDP

A Review of First Quarter GDP

This week, I review the markets, the recent GDP report and earnings.  All with my general dose of jokes and sarcasm intertwined with facts and general advice.  Just like the doctor ordered. We are currently working on our quarterly video – be on the look-out for that.  In case you are curious, you can re-watch the January video here. Also, be sure to see the press release on Brittany and…

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There is Definitely a Recession Coming

I just don’t know when. I’m of the opinion that we simply don’t see enough facts suggesting we are on the cusp of a recession. There are a lot of people out in the press calling for one and I think it’s an attempt to gain headlines with outlandish statements…even if they are not running for President. Rest assured that the press will remind you that there is always a…

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Economic Review Video: January, 2016

As you may remember, last July we created the first set of videos for our new Economic Review video series.  Now we are releasing a new video that reviews what has changed in the economy since then and what we believe we will see moving forward.  Thanks for tuning in!   Important Disclosure Information for “Economic Review Video: January, 2016” Please remember that past performance may not be indicative of…

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Special Report 2016

Special Report

It’s been a heck of a start to the year. The S&P 500 is already down over 2.7% through Wednesday’s close and as of this writing at 10am on Thursday, January 7th, it’s down another 1.5%. If the market were to close right this second, the YTD loss would be around 4.2% YTD. The last intraday high set in the S&P 500 was last May and through yesterday’s close, it…

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Thanksgiving Week

The Beginning of the Holiday Season

This is the beginning of the best time of the year.  Everyone here at Monument hopes you had a wonderful past few days with family and friends. Now, it’s on to the full-blown holiday season. Last week was pretty quiet due to the Thanksgiving holiday. The economic data that was reported remained largely positive and investors seemed less concerned about the mounting evidence that the Federal Reserve will raise rates…

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Chris Christie

GDP, Earnings and a Victory Lap

October was a great month for stocks. The returns basically blanked the losses incurred in August and September. By month’s end, the Dow Jones Industrials recorded a gain of 8.8%, the S&P 500 Index rose 8.6% and the Russell 2000 rose 5.5%. The Dow and the S&P were the best monthly gains in four years. Gross Domestic Product (GDP) The initial third quarter (Q3) GDP report was weaker than expected,…

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Tony Awards 6.8.15

Are Things Getting Better While The Market Sells Off?

It was another poor week across the board with all major asset classes selling off, the dollar up, and Emerging Markets equities underperforming despite some pretty decent economic data. I think the last few weeks can be summed up as equity markets re-pricing down based on the increasing risk that the Fed will tighten, Greece getting greasy, and the reported illiquidity in bond markets. I think the Greek volatility should…

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Lindsay Lohan

A Short Week in the Market & GDP Report

U.S. stocks got off on a shaky start last week as the closely followed Dow Jones Industrial Average tumbled 190 points on Tuesday. Turns out that this was the worst single-day occasion for the index in approximately a month. Information technology stocks and small-cap stocks were among the hardest-hit segments of the market; these are two of our favorites, and are over-weighted sectors in our strategies.  But then BOOM –…

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