Monument Wealth Management Vlog

Inversion Aversion

David B. Armstrong, CFA Weekly Market Commentary

I received a lot of great feedback and encouragement on yesterday’s video, and wanted to further dive into two questions that have come up: What did I mean by “distortion”? Why does a yield curve actually cause a recession? Interesting to note that the current inversion process is very different from the past. In the past we have had inflation …

The Yield Curve Distortion

David B. Armstrong, CFA Weekly Market Commentary

 Putting things into perspective…There are trillions of dollars of debt that are exposed to negative interest rates. (For example, this means, when you give the bank $100 bucks, they give you $96 back.) That sucks! The U.S. has the safest and best paying bonds in the world.  So people are taking their money out of negative interest rate environments …

Lifetime Milestones & The Power of Time

David B. Armstrong, CFA Weekly Market Commentary

Sometimes we forget about the power of time.  Big historical moments are memories in our lives, but we tend to live in the present…or in the past few weeks.  We are bombarded by quarterly earnings, GDP, employment reports, market pull backs, and the never-ending news cycle. The list of things grabbing our attention is long. In fact, it’s infinite. It …

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A Real-Life Client Critique of Monument

David B. Armstrong, CFA Weekly Market Commentary

I recently published two quick videos on some thoughts I had about the economy.  We put them out on social media but are still working on the best way to get them out through the blog.  Here they are: Three Quick Thoughts on the Market |  July 12th Are You Still Moving Forward? |  July 16th I’m working on better …

Monument Named On “Best Financial Advisors in Arlington” List

The Monument Wealth Management Team Featured Articles

Monument Wealth Management has been featured on Expertise’s list of “Best Financial Advisors in Arlington” for 2019! Expertise’s goal is to connect people with the best local experts. Their team knows and states on their website that “Finding the right highly-skilled professional takes significant time and effort, including in-depth research, detailed comparisons, and deciphering which online reviews are reliable and …

Monument Named a Moxie Award “Boldness in Business” Finalist

Brittany R. Dewberry Featured Articles

Earlier this year, a Shulman Rogers attorney from our network reached out suggesting our company would be a great fit for the 2019 Moxie Awards, “Celebrating Boldness in Business.” This award brings together more than 300 DC-area business leaders of elite companies who show novelty, boldness and innovation. After filling out a questionnaire about our practice, our Team is proud …

The Current State of Things

David B. Armstrong, CFA Weekly Market Commentary

I want to write something, but I keep staring at my screen.  It happens.  It happens a lot more since I’ve stopped writing a “Weekly Market Summary.”  I’ve graduated from that.  It was great when I started writing because I had a topic ready for every weekend. But when looking back it’s all blah blah blah. No one cared. I …

Is it Worth Paying Attention to The Fed?

David B. Armstrong, CFA Weekly Market Commentary

The Fed’s 9-1 decision the other day to leave the policy rate unchanged was not a shock or surprise to anyone.  But, the Fed did telegraph a polarity shift to the markets and equities gained slightly on future rate cut optimism (the S&P 500 was up about 0.3%) while the 10-year yield declined to around 2.03%.  I’m guessing there is a 95% certainty the …

Being Boring

David B. Armstrong, CFA Weekly Market Commentary

Global markets surged higher this week, boosted by falling (read: diving) interest rates as bad economic data led most pundits to predict multiple Fed cuts this year. Everyone has heard the saying, “Bad news is good news,” but that’s usually not the case if the news is actually really bad. So is it? Well, it’s true that the global economy …

A Quick Note on Market Volatility

David B. Armstrong, CFA Weekly Market Commentary

I don’t think the best search engine optimization practice is to recommend the real title I wanted to use: “Shit Happens…Often.” But including it in the body is probably good enough, eh? Man, I suspect we will be seeing a lot of “Sell in May” references by the time this month is over.  Heading into today, the S&P 500 is …

When Perceptions Change, Should Your Portfolio Change, Too?

David B. Armstrong, CFA Weekly Market Commentary

The markets were surprised by Trump’s tweet last Sunday declaring he was raising tariffs from 10% to 25% on the initial $250 billion of Chinese imports…and implementing tariffs on the remaining $300+ billion as well.   However, this should not be a big deal to many of our readers. Those who don’t need cash right now are just fine.  Here’s the plain old, straightforward truth…We …

Universal Healthscare

David B. Armstrong, CFA 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 …