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RECENT POSTS
Monotony is your friend
Don’t pursue a thrill. I saw Bitcoin hit 40,000 this weekend and read a lot of commentary on the pros and cons of holding or selling…the excitement is off the charts. I get it - it’s thrilling when...
Monument’s digital marketing transformation
“Make sure you never let anybody squash your initiative or your desire to have an opinion and articulate it to people - because that’s the most valuable component you bring to the business as an...
Investing Lessons from 2020
Predictions are worthless, so instead, let’s review some investing lessons from 2020: 1. Don’t fight the Fed OR the government – the turnaround from March lows was mainly a function of Fed...
David Armstrong Talks Technology with Financial Advisor Magazine
AARP’s recently released “2020 Tech and the 50+ Survey” revealed that investors age 50 and older are keeping pace with younger generations in terms of tech usage and social media habits – but what...
Is life insurance worth it? Don’t think twice.
Think life insurance is a complete waste of money? You’d be dead wrong. The truth is, when planning over the course of a lifetime, an insurance policy is an irreplaceable component of your financial...
3 charitable giving strategies that deserve a second look
You’ve established your philanthropic intentions, set your charitable goals, and are ready to start making an impact. Now what? It’s time to learn some charitable giving basics, so you can make the...
Tax strategies 101: 5 concepts to implement before end of year
As you may have noticed, 2020 is coming to a close. We’re with you, we thought we’d never get here either. It’s been a tumultuous time (particularly for investors) as economic forecasts have...
Recession forecasting – a MONCON update
One thing we’ve developed to help us make good decisions is our MONCON Recession Conditions model. We introduced an overview of the recession forecasting model in a 2018 blog post, so I won’t go...
Moving people forward – our plan to create more diversity in financial services
When we say we’re going to do something—we follow through. If you’ll remember back to Dave’s blog in July, we pledged to create new initiatives to encourage more diversity in financial services....