Monument Wealth Management logo

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…

Read more

out of the market

The Most Hated Rally I’ve Ever Seen – Here’s What Has the Market Up

I don’t know what it is, but it seems that everyone I casually chat with is sour about this rally. I’m not sure if it’s because people are in cash, if it’s because they are over-weighted to sectors that are not up as much as the market, or if it is because they are just sour about a lot of the economic data that keeps pointing to a tepid expansion.…

Read more

Off the Wall Blog

Why the Market is Whipsawing

The 2016 stock market sell-off has had the attention of everyone with investments and/or a TV. I never want to come off as flippant about losses, but it’s also important to have some perspective on the actual losses. HISTORICALLY, the sell-off in the S&P 500 Index has been relatively ordinary so far, down just under 9%.  Check out the numbers from this “George Costanza” article I wrote back in 2012 for…

Read more

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…

Read more

Volatile Market in USNews Featured Image

Consider These 7 Things Before You Invest

Novice investors need to keep their long-term goals in mind when starting their portfolios. Investing and planning for the future can be a daunting task. There are so many factors to consider in creating and managing your portfolio and you may find it difficult to find a financial professional you trust for unbiased advice. That’s why Monument, as an independent registered investment advisor unconstrained by any large corporate agenda, has prepared…

Read more

Bear Market

Does a Bear Whit in the Soods?

Does a Bear Whit in the Soods? You see what I did there, right? Last week was horrible, I get it. The S&P 500 is down about 6% year-to-date (YTD) in the first week of the year. Furthermore, with the Dow down about 11% from its high last year and the S&P 500 down just a hair under 10% (-9.8%), we are basically in “correction territory”, which is generally defined…

Read more

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…

Read more

Clinton

“What Should I Do Now?”

First, if you have not seen the three-part video series we launched last week, please go see it.  We recorded it before this whole mess began and it outlines our thoughts on the market and recessions. Second, if you are SERIOUSLY asking yourself or anyone else any version of the question, “What should I do now?” you have an investment strategy problem that needs to be fixed because it’s probably…

Read more

The Admirals

Patience

No blog for the past two weeks – I gave my fingers and most everything else a rest so I could take a vacation. The only thing I didn’t rest was my crappy golf game, but it was nice to get outside in some warmer weather and practice up.   Especially since the sure-to-be-mounting invitations from people belonging to local clubs should reach two to three by September.  One thing I…

Read more

READ THIS BLOG – ‘Cause It’s All About How You Behave

I’m dead serious.  I know we blog every week and sometimes you just gloss over it.  Don’t do it this week.  Open it, read it, look in the mirror and get in touch if you want some help figuring out how you feel about risk.  I’ll send you a link that can help you understand your own tolerance for risk in less than three minutes.  You don’t even need to…

Read more

exit your business

Monument Quarterly Q2 2013

Our 2nd quarter newsletter includes articles on risk, volatility and tax-deferred investing by our managing partners, David B. Armstrong, CFA, and Dean J. Catino, CFP®, CRPC®. It also gives an update on what’s been happening at our firm! Read more…

Read more

Volatile Market in USNews Featured Image

Investing Risk and Volatility Aren’t the Same

Consider the elevator ride. I get in, press the button and wait to get to my floor. Some rides are slow if the car is full, some rides are smooth and sometimes I get on a down elevator when I want to go up. Eventually, though, I get where I am trying to go. Let’s call it “elevator volatility.” One thing I don’t consider on those rides is the the…

Read more

Volatile Market in USNews Featured Image

Defining Your Investment Risks

A clear picture of your risk tolerance is essential. The term “risk management” is a bit like the term “happiness”—everyone wants it, but few can define what it really means. The Meaning of “Risk” Following the 2008 financial crisis and the ensuing stock market rebound, many investors are now trying to get a firm grasp on the meaning of risk. Without a clear definition, managing risk is essentially impossible for many…

Read more

CNN-Money

Dumb and dumber: Avoid the big banks

NEW YORK (CNNMoney) — Looks like Twitter isn’t the only company with a fail whale. JPMorgan Chase’s stock plunged more than 9% Friday following the revelation of a surprise $2 billion loss tied in part to hedges by a British-based JPMorgan trader dubbed the London Whale.

Read more