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“Off the Wall” Blog
The market sell-off is coming – how to position for it
Were you kicking yourself back in March? “Fu*k, I should have known…I should have seen this coming and sold some stuff in February to raise cash for [insert need].” You may want to think hard about...
When you are forced to own the loser stocks
Investors using an S&P 500 ETF to index have no choice but to own 250 COVID “loser” stocks. Take a look at this chart below published by Ned Davis Research on May 15th. Essentially what they did...
Uncertainty, forecasting and The Real Housewives – what they have in common
There is no dearth of writing on the current uncertainty in the world, markets, or the economy. I couldn’t read it all if I tried, but I’ve read a decent amount. Here are my thoughts on uncertainty...
Don’t be an “investi-guesser”
On what rational planet does an investor (or trader) forecast yesterday that the S&P 500 would be up 1.5% today after the April Jobs Report printed a 14.7% unemployment rate? Well, I suppose...
Three reasons it’s time to reconsider Roth conversions
The benefits of Roth conversions seem obvious: having better control over taxable income in retirement (a Roth may lessen or eliminate your required minimum distributions), possibly paying less in...
When winning sucks
Last week I wrote about why being boring is so hard. “To most people, a reality TV show is more interesting, more “binge-able,” than a documentary about the different species of ferns. Investing is...
InvestmentNews Panelist on Optimizing Financial Advisor Practices
Optimizing financial advisor practices during the current pandemic As the evolution of the business world increases pace during this pandemic, Financial Advisors share their experiences on an...
COVID-19 Financial Advice, with David B. Armstrong, CFA
Sean Spicer and co-host Lyndsay Keith welcomed Monument President and Co-Founder David B. Armstrong, CFA back to their show Spicer & Co. on Thursday, April 23rd to continue the...
Why is boring so hard?
This could be the shortest blog I ever write. When something is boring, it’s hard to stick with it, no matter what “it” is. A movie. A TV show. A relationship. A car. A job. A book. We are...