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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The Dow... Will It...

This Winning Streak Is Going To End – But Do You Care?

I’m sure I will not be the only one using this reference to the famous scene from Spinal Tap where Nigel Tufnel explains how his band’s amplifiers go to eleven…”When you need that extra push over the cliff…” Please, and I’m probably talking to most of the people at Monument as well as most of the Millennial Generation…please watch this 50-second clip.  It will all make sense. The Dow is…

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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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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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plan vs catch up

The Jackson Hole Meeting – Should You Care?

Much of last Friday’s speech was dedicated to the tools (actual “monetary tools”, not people) the Fed can use to stimulate the economy. The speech also included how the Fed might react to a future recession. This remark by Janet Yellen received the most immediate attention— “I believe the case for an increase in the Fed funds rate has strengthened in recent months.” You can Google the transcript to fact…

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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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common sense

Why Earnings, Charts and Oil are Important to You Right Now.

Earnings season hasn’t ended yet, but it’s really slowing down since over 2,000 companies have reported their earnings for the quarter… we’re in the home stretch. Wal-Mart (WMT) is the unofficial “closer” of the reporting period and they will announce on August 18th. So far, most investors seem satisfied by both the earnings and the market’s response. The S&P 500 has increased by over 2% since the season began (Alcoa…

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Bremain or Brexit

Control What You Can Control

As anyone with internet access or a TV knows by now, the S&P 500 slumped 3.6% on Friday. This was the first 3% drop in 210 days AND it was the biggest drop since August 24, 2015. It was also the third slowest week in a row for the index since late 2015 / early 2016. As it turns out, a drop this big near an all-time high is pretty…

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special report featured

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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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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