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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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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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Quarterly Review – Monument Style

Well, the first quarter of 2016 is in the books. I thought I’d start with a quote: “And when it’s over, I press rewind though.” – Fetty Wap Oh wait – I meant these quotes… “You are not able to predict what will happen nor when it will happen…and neither am I. Only charlatans and fools believe this is actually possible. I reminded everyone of this many times, including in…

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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…

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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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