Pick the Perfect Bracket

Investing Lessons and March Madness

Oh boy…March Madness. It started last week and it’s what everyone seems to be talking about at work. Most people feel great on “Selection Sunday”, which is when the NCAA selection committee announces “The Bracket”. The bracket is the group of 64 teams (okay, I know it’s technically 68, but I’m asking for some artistic license for the sake of brevity) who will be playing in this year’s NCAA College…

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Buying Low and Selling High

Eight Straight Great to Date

Last week was the 8th anniversary of one of the greatest buying opportunities of most of our lifetimes.  As you can see below, it was obvious to most investors that March 9th, 2009 was going to be the bottom… I’m sure everyone knows I’m kidding…I remember someone in my industry saying to me, “this could literally go to zero.” Yes, he literally said, “literally.” Now, eight years later, this bull…

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VIDEO: It Can Be Hard To Do Nothing

“Here’s an interesting fact – Did you know that a during a penalty kick in soccer, the goal keeper has the best chance of stopping the shot by staying still and not diving left or right? It’s true – there are studies to prove it. The keeper has a 33% chance of stopping the shot if they stay in the center of the goal, a 14% chance if they move…

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The Ric Edelman Show Featuring David B. Armstrong, CFA

Ric: Thanks for hanging around with us here on the Ric Edelman Show. It is “The Truth About Money“ and we’re doing a special broadcast today from the Bellagio Hotel on Las Vegas. You can call us whenever you want, Triple eight plan Ric, or visit us online at ricedelman.com. Barron’s is here hosting its annual conference of some of the top financial advisors in the country and their teams…

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Monument’s Economic Review

Check out our latest video!  Our Economic Review video breaks down 2016 into four distinct sections, discusses what affected the market in each of those periods, and then goes into what’s ahead for 2017. WATCH THE VIDEO>  

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IN CASH for all of 2016

2016 – HERE’S WHAT HAPPENED

Despite the nice post-election rally to end 2016, it turned out to be downright…average. That is if you use the S&P 500 Index as your yardstick. If you go back to 1928, the average annual return for the S&P 500 (including reinvested dividends) runs just around 10%. 2016 turned in the year with the S&P 500 up 9.54% on a price return basis. Throw in the dividends and it was…

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Quick Thoughts on DOW 20,000

Dow 20,000 is the talk of the town. There is no escaping it. As I write this (Wednesday at 10:36 am), the index is a mere 0.60% away. But a question being asked, explicitly and implicitly, is this: “Do the current valuation levels (specifically P/E Ratios) signal a market top?” My opinion? Not by themselves. Research from LPL Financial and Barclays indicates a weak relationship between one measure of stock…

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Why the Shrinking Unemployment is Not as Good as it Seems

Well, we finally had a negative week in the S&P 500, post-election. It was trading down 0.97% for the week, and ended up at an index level of 2,192. The Dow Jones Industrial Average was barely positive, clocking in with a 0.1% gain on the week to close at 19,170. There was good news with employment and an interest rate hike is basically a 100% lock, so what gives? It…

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election trading

Our Quick Election Thoughts

As I watched the markets “crash” overnight, I was reminded of the Interactive Broker’s commercial that is the picture in this blog post. It features a woman sitting down to a dinner date saying, “Markets are a mess, everybody’s selling…wow the market’s already down 2%, I’m sorry I need to do some hedging trades!” I was thankful that the market was closed during the election because by the time 9:30…

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VIDEO: Excitement or Drama?

Important Disclosure Information for “Excitement or Drama? “ Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Monument Wealth Management), or any non-investment related content, made reference to directly or indirectly…

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Clinton Trump Markets

Election Outcomes and the Markets

I took last week off from writing after returning from a fantastic fly fishing trip with my father out at Henry’s Fork in Idaho and the Madison River in Montana. I highly recommend the trip this time of the year to anyone interested in seeing Big Sky country, the yellow Aspen trees and catching 18-22 inch Rainbow and similar sized Browns. But use a guide – it’s better that way.…

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VIDEO: On the ‘Road’ to Investment Success

Important Disclosure Information for “On the ‘Road’ to Investment Success” Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Monument Wealth Management), or any non-investment related content, made reference to…

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Second Quarter GDP and Some Other…Thoughts

Want to know my thoughts on second quarter GDP for this year? First go read this from 2012. 2016 GDP rose at an annual rate of just 1.2% in the second quarter, which is way less than the estimate of 2.6%. To add to the pain, Q1 was revised from 1.1% to 0.8%. So it turns out that 1.2 is not much of an improvement over Q1’s feeble pace. On…

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Special Report: Brexit

Well it’s a good thing I signed off my weekly blog about Brexit with this: What does it mean for U.S. investors? No one has any idea…and that’s a problem for short-term focused investors. It’s really not a “play-able” event, since you have to guess what is going to happen. After a few nice up days on the back of speculation that Britain would remain, they surprised everyone as polling…

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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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