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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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How Real Estate Fits Into Your Retirement

You need to consider the benefits of buying real estate along with the risks. Homeownership used to be considered the American Dream. Most baby boomers grew up with a goal of owning their own home. Now, many members of the younger generation question whether it is a good idea to buy real estate. No wonder – having watched the housing market collapse five years ago, combined with a difficult job market, buying…

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Housing’s ‘Shadow Inventory’ Still Haunts Banks

The term “shadow inventory” refers to real estate properties that are either in foreclosure and have not yet been sold, or to homes that owners are delaying sale until prices improve. Shadow inventory can create uncertainty about the best time to sell a home and when a depressed local market can expect full recovery. Also, it typically causes reported data on housing inventory to understate the actual number of inventory in…

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Mutual Funds by Monument Wealth Management in the Wall Street Journal

Time to Buy Into Real Estate?

To most people, U.S. real estate still stinks. More than a third of all mortgages are under water, with their holders owing more than their houses are worth. Home prices continue to fall in many areas of the country, and thousands of foreclosed homes are still waiting to be sold.

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Real Estate as an Alternative Asset Class

Is it right for you? The use of “alternative investments” has increased significantly over the last few years. This trend began when investors and advisers started looking for ways to get a reasonable return on their investment dollars without using the traditional equity market. They are looking to try to get away from volatility that has become all too common. Interest rates are near 30-year lows, and the U.S. economy…

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Forbes

The Best Ways to Profit from Distressed Housing

Early last year Nicholas Vercollone bought his first property: a run-down three-family Victorian in the working-class Boston suburb of Chelsea for $175,000 in cash. “There was two feet of snow in the living room, and we were working in raincoats through the spring,” chuckles Vercollone, a 32-year-old carpenter who decided to invest in distressed properties after working on renovations for other investors.

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Should You Consider Investing in Real Estate?

Headwinds face the real estate market, but investors can still benefit from REITs this year. If you ask most people, they will probably tell you that their real estate investments over the last two years have not performed well. Some have questioned whether or not real estate will ever be the cash cow it once was. But if you look at the actual returns of real estate over the last…

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CNBC

REITS Are Quite Alright

It’s generally agreed that real estate investment trusts, REITs, shouldn’t occupy more than 10 percent of one’s investment portfolio, except during rare times. Some say, one of them happens to be now.

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When Investors Fail, This Is a Reason Why…

Bonds are subject to market and interest-rate risk. It seems obvious, but one way your financial plan or investment strategy will fail is if you buy high and sell low. Simple enough, right? With interest rates at an historical low, it makes you wonder why billions of dollars are flowing out of equity portfolios and into bond portfolios. To most investors, bonds provide a sense of safety and stability. The…

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