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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IN CASH for all of 2016


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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Economic Review Video: Second Quarter, 2016

  Important Disclosure Information for “Economic Review Video: Second Quarter, 2016” 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…

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Dow is Back

The Dow is Back Above 18,000 – Here Are Some Thoughts

First of all, congratulations to the entire Team here at Monument on receiving the honor of being a Best Place to Work in D.C. for the 4th year in a row from the Washington Business Journal. Dean and I are both very proud of the entire Team at Monument. It is each one of them that truly makes Monument one of the Best Places to Work. The past year has…

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Special Report

Special Report – The Reason the Market is Down

The reason the market is down is because there are more sellers than buyers. The question is, who are the sellers? For starters, it should not be you. I’m not trying to be flippant here, I’m just trying to make a point that is straight forward and easier to read than the gobbledygook that you will read in the press. Again – it should not be you. Look, equities are…

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Volatile Market in USNews Featured Image

Investors: Don’t Miss Any More of the Recovery

Rebounds are messy, but you can’t afford to miss them. If investors don’t understand market recoveries, they’ll be disappointed later. Right now, the real problem is that many investors don’t actually understand that not only are we in a market recovery, we’ve actually already had a market recovery. Take a look at the numbers: March 9th, 2009: The Dow Jones Industrial Average closed at 6,547 and the S&P 500 closed…

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