Below you'll find a list of all posts that have been categorized as “Weekly Market Commentary”
“It’s different this time!” – Unknown Unknown—seriously. I mean, it’s such a common chorus how can it be attributed to any one person? But with November coming around, it’s gonna become a rallying cry for anyone who feels like their preferred candidate will lose and cause the market to tank. Here’s from Paul Krugman’s 2016 election night article, “What Happened …
The Setting Every Community Up for Retirement Enhancement Act, better known as the SECURE Act, was signed into law on December 20, 2019. This is one of the most sweeping changes to our retirement system in more than a decade, and the new provisions under the law are permanent. Here are the major changes that you need to know: Elimination …
It’s that time of the year – The time when my email box gets flooded with all the 2020 outlooks. I’m guessing you are getting them, too. Summary Everyone is publishing their price targets for the upcoming year, and every year we see tend to see the same old thing…every 2020 outlook is for a positive, mid-single-digit percentage return …
As I wrote this on the afternoon of Friday the 13th, the S&P 500 sat near the cusp of yet another all-time high, driven by…what else…rumors that the December 15th tariff deadline could pass without any tariffs being assessed. U.K. election results are also driving headlines, but I’m not going to pretend to be an expert in geopolitical events. Here …
I don’t have any one topic I want to cover today. There were a lot of big macro data points last week, and a lot of great reads. Think of today’s post as some delicious Thanksgiving leftovers, so let’s eat. My last post was on an investment in our Strategic Income Portfolio (Tanger Factory Outlet Centers, ticker: SKT). Since then, Barron’s published a positive article on SKT, making the …
The Dow is at around 28,000, so what should investors be doing? Well, a lot, actually. Most people remember that last year around this time the market was not doing very well. Reflect back on how you felt when the market went down almost 20% by Christmas Eve’s close. It impacted everyone – even really, really wealthy people. Just as …
Good afternoon everyone! I’m sure your Thanksgiving preparations are in full swing. I’ll be spending the holiday in Arlington with one of my best friends and his family. We’re going to…a Chinese restaurant. Kinda excited, not going to lie. Don’t fret though: Mom and Dad are FedEx’ing some pies to my apartment, which I will be enjoying with a glass …
Look, I get it, talking about money with your adult kids feels taboo. When they were young, you wanted them to feel taken care of, but it wasn’t important they understood what money conceptually meant to you, how much you had, or how you managed it. But this goes without saying, your kids grow up. They become responsible, contributing adults with their own careers and their own money, and—not to get too …
It’s the fourth quarter of 2019 and predictions on where the market will end up at the end of the year are popping up all over. The problem with these predictions is that there is no cost for being wrong. Take for example an article in last weekend’s Barron’s, where they published the “Big Money Poll”. Here’s the first paragraph: …
A lot of people ask how our MONCON Recession Plan works. I’m going to refrain from discussing the exact data it looks at, but in general, it’s data that are representing the economic cycle. Economic cycles have a fairly predictable chain that can provide signs of accelerations or decelerations – but problems start when we look at actions that have …
Summary When it comes down to it, eventually, a Bear Market is inevitable. As we near the end of our current Bull Market Cycle it’s time to start planning for a Bear. It’s important to keep in mind a Bear Market won’t last forever, and sticking to your plan is ideal. None of the big companies we tend to bank …
For those of you whom I have not had the pleasure of meeting yet: welcome to my first post! I recently joined Monument as a portfolio manager, having previously been a research analyst here in the D.C. area and before that an advisor to high-net-worth families in Oklahoma. I was drawn to Monument from the moment I read the job …
