Midterm Elections

Is it Really The Death of Equities?

David B. Armstrong, CFA Weekly Market Commentary

For some reason the markets just do not seem to care much about headlines – President Trump ending ACA cost-sharing payments…U.S. maybe leaving NAFTA…ending the Iran nuclear agreement…Rocket Man…the tax reform debate raging on. But the S&P 500 just made it a 5th positive week on some earnings optimism. So yes, it’s earnings season again, but the peak period for …

Financial Planning Magazine

Getting Downside Protection Without Using Fixed Income

Outside Resource Featured Articles

In a recent Financial Planning article, Journalist Katie Kuehner-Hebert shares the thoughts of our President and Co-Founder, Dean Catino, CFPⓇ, CPWAⓇ on investments with downside protection. Kuehner-Hebert writes, “Aside from fixed-income instruments, what other investments do advisers use to provide downside protection within their clients’ portfolios?”  She then follows with Dean’s thoughts, “Clients should consider using short-term structured notes that offer about 40% …

Monument Wealth Management logo

Protecting Your Information After the Equifax Security Breech

The Monument Wealth Management Team Featured Articles

As you no doubt have heard, credit-reporting company Equifax announced last week that hackers accessed the names, Social Security numbers, birth dates, addresses, and driver’s license numbers of 143 million people in their database. Credit card numbers for 209,000 people and dispute documents with personal information for 182,000 people were also comprised. The high risk that you are subject to …

Tax Reform and Infrastructure Spending

Hurricanes, the Economy and Tax Reform

David B. Armstrong, CFA Weekly Market Commentary

Our thoughts go out to all of those who have been impacted by Harvey and Irma. There have been a lot of great charitable contributions over the past two weeks but if you are still looking to do something, please consider the animals.  As most of you know, I’m one of those people who treats my dogs as if they …

A Recession Is

Recovery, Accumulation, Boom and Finally Distribution.

David B. Armstrong, CFA Weekly Market Commentary

I think we are somewhere between Enthusiasm and Greed.  Since I had someone ask about investing in Bitcoin, maybe closer to greed. How do you know?  Well that’s a “Million Dollar Question.”  Barron’s had a great cover page article of some thoughts, but you have to have a subscription to read it…so the graphic I copied below shows some of …

I Hate Nazis

Back from Vacation

David B. Armstrong, CFA Weekly Market Commentary

My first post-vacation blog. I go on a two-week vacation and poof, the Nazis are back? Thank God I didn’t take three weeks off. WTF!? I could not help but open with a little levity. We all could use some. For those of you who don’t get the reference to the picture, there was a great scene in The Blues …