What_Should_Investors_Be_Doing_Now

Dow 28,000 – Here’s What Investors Should Be Doing Now

David B. Armstrong, CFA Weekly Market Commentary

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 …

Are_Your_Kids_Prepared_To_Inherit_Wealth

Are Your Kids Prepared to Inherit Wealth?

Jessica L. Gibbs, CFP Uncategorized

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 …

Are_Your_Kids_Prepared_To_Inherit_Wealth

Are Your Kids Prepared to Inherit Wealth?

Jessica L. Gibbs, CFP Uncategorized

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 …

Tanger_Short_Term_Turkey

Tanger: Short Term Turkey

Erin M. Hay, CFA Weekly Market Commentary

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 …

Are_Your_Kids_Prepared_To_Inherit_Wealth

Are Your Kids Prepared to Inherit Wealth?

Jessica L. Gibbs, CFP Weekly Market Commentary

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 …

Community_Leader_Care_Award_2019

Monument Recognized as Community Leader through 4th Consecutive CARE Award

The Monument Wealth Management Team Featured Articles

Northern Virginia Family Service has once again named Monument a socially conscious community leader for it’s proactive civic engagement and employee friendly work environment! Why should you want to work with a CARE Award Winner? The CARE Award recipients represent a community whose work environments not only adhere to exceptional professional standards, but also foster thriving creativity within their teams, …

Top Financial Advisors in Northern Virginia

Top Financial Advisors in Northern Virginia: The Monument Team Does it Again

The Monument Wealth Management Team Featured Articles

Our very own Co-Founders David B. Armstrong, CFA and Dean J. Catino, CFP®, CPWA® were once again featured as Top Financial Advisors in Northern Virginia Magazine!  The nominations were submitted by local financial professionals through Northern Virginia Magazine’s annual survey. We’re proud to be able to tell you that when our peers are asked “Which Financial Professionals would you trust …

Top_Financial_Advisors_Future_50

“Future 50” Innovation Awards in Austin

The Monument Wealth Management Team Featured Articles

Even though we’re proud Washintonians, there’s nothing like a little travel to spice things up!  This October, we sent our Private Wealth Advisor, Erin Hay, CFA to represent Monument at the CityWire RIA Retreat in Austin, TX.  While he was there, Monument was recognized as a Future 50 Independent Wealth Manager winner by the CityWire team!   Every year, CityWire likes to “recognize 50 RIA firms that best represent our vision of the future of the industry” through independence, diversity and …

Best Financial Advisors in Alexandria VA

Best Financial Services in Alexandria

The Monument Wealth Management Team Featured Articles

At Monument our first measure of success isn’t about how much revenue we make, but how much we’ve helped people.  That’s why nothing means more to us than being able to tell you we’re considered one of the three best Financial Services firms in the eyes of the community we serve. Three Best’s thorough and selective 12-category 50-Point Inspection takes …

stock market predictions

When the Cost of Being Wrong is Zero

David B. Armstrong, CFA Weekly Market Commentary

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: …

Economic Cycle

Vlog: The Economic Cycle – How it Works in Everyday Language

David B. Armstrong, CFA Weekly Market Commentary

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 …