For Financial Advisor Ads, a New Frontier

Brittany R. Dewberry Featured Articles

How do we feel about Financial Advisors advertising investment performance?  Dave explains it perfectly in a recent Barron’s article (while adding some color, of course, as he always does). The Barron’s article states that not all Advisors agree on this new rule: Advisors may have [sharp] disagreements about whether to advertise performance. The proposed rules allow firms to share past …

Election Year and The Economy: Is it Something to Worry About?

David B. Armstrong, CFA 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 …

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Vlog: Dave’s 2020 Outlook

David B. Armstrong, CFA Weekly Market Commentary

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 …

Wealth Management ESG Investing

The Haystack: Fed Meeting, ESG Investing and Energy

Erin M. Hay, CFA Weekly Market Commentary

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 …

Wealth Management Investing Financial Advisor

Thanksgiving Leftovers

Erin M. Hay, CFA Weekly Market Commentary

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 …

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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 …

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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 …

Wealth Management Investing Financial Advisor

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 …

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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, …