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Top Financial Advisors in Northern VA
Monument named among top financial advisors in Northern VA for third consecutive year by Northern Virginia Magazine! We know what differentiates us in a sea of sameness, the single thing that no...
So, you think you are a lumberjack?
I had a great hour-long phone call the other day with someone who has been a client of ours for about a decade. A highlight of our conversation was discussing the similarity between money and tools....
Financial advisor vs. fiduciary: let’s break it down.
In an industry largely characterized by a lack of corporate accountability and conflicts of interest, we want to be the outspoken financial mavericks you can turn to for advice and straight-forward,...
Preparing your investment portfolio for the Presidential Election
A lot of people seem to be asking some version of the question, “What should I do to my portfolio if the virus continues or Biden wins the election?” Basically, what people are REALLY asking is,...
Why recession proofing your finances is a game changer in the long run
So, what exactly is recession proofing anyway? Recession proofing describes the practice of safeguarding your portfolio from the effects of an economic downturn. The path to implementing this...
What happened to our MONCON recession planning tool?
Our MONCON recession planning tool didn’t work for the COVID recession but that does not mean it’s useless and certainly does not mean we’ve stopped using it. Let’s review. MONCON is a great tool....
Getting through the market hiccups
We’ve said it time and time again—keep looking forward, beyond the volatile COVID-19 market. But what’s the best strategy to effectively get through these market hiccups? Our co-founder, Dean J....
What is an expense ratio and why is it important to an investor?
Expense ratios can be confusing. What are they? What do they reveal about a fund? Why should you, as an investor, care about any of this? Understanding expense ratios is important if you have...
My private journal
How do you react when the market is down? I kept a little journal on my observations and thoughts when the market began the most rapid selloff in history. I intended to use it as a personal guide to...