Below you'll find a list of all posts that have been categorized as “Weekly Market Commentary”
Weakness in the Healthcare sector has been widespread on the heels of political discussions around healthcare and drug prices. Drug makers, insurance companies, medical companies and biotechs have all struggled from this. Actually, “struggled” is an understatement. While the Healthcare sector has been losing ground, one of the top performing S&P 500 sectors, Technology, has continued to outperform. That’s just …
When Will the Next Recession Happen? Last week we saw the yield curve invert and it sent the expected panic through the market. The big question now – when will the next recession happen? First, here’s what everyone freaked out about: the yields between the 10-year and the 3-month Treasuries went negative. Every recession since 1962 has seen this condition happen before the start of a recession; however, not every inversion has …
There is the inflation that everyone talks about on TV and in financial reports: CPI, Core CPI, Producer Price Index…blah blah blah. These reports are important, but I don’t think they are as important to you, the investor, as you may think. Especially if you are a high-net-worth investor. Why? Because of what those indices measure. The CPI, for example, …
Every March 8th is International Women’s Day, and this year’s theme is “Think Equal, Build Smart, Innovate for Change.” The theme really resonated with me because we have such an incredible team and culture at Monument, due in large part to the fact that our team is comprised of 67% women! We pride ourselves on being razor sharp, innovative, collaborative …
I caught up with a friend the other day over lunch and we inevitably got to talking about how business was going. Monument had a great year last year. He asked, “Why?” Good question. I think it’s because we stopped trying. Well, not really, but kinda… Let me explain… In D.C., monuments are part of our landscape. They are part …
My mantra remains the same and frankly it always will: If you have a need for cash over the next 18-or-so months, you should already have it raised. Reflect back to Christmas Eve of 2018. Were you awake at night thinking over your losses that began to materialize in October 2018, telling yourself you wish you had made better decisions? …
It’s really important that investors understand what has happened over the past two months. Ask yourself, do you even remember what caused the Christmas Eve sell off? If you do, do you still possess fear over that issue? Furthermore, what were your emotional reactions? I suspect there was a lot of fear and anxiety – and that’s understandable. No one …
The other day, a colleague asked me about my thoughts for a blog he was writing on whether investors were hiring and/or firing advisors, especially during periods like the last three months. The conversation went something like this: Colleague: “Do you think the current environment causes a lot of investors to switch advisors? Me: “Yes, and vice versa. I’ll bet …
