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 …


“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 …

Vlog: What Will Your Day Look Like in a Bear Market?

David B. Armstrong, CFA Weekly Market Commentary

Important Disclosure Information Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Monument Wealth Management), or any non-investment related content, …

A Well-Deserved Makeover

Brittany R. Dewberry Weekly Market Commentary

Before I dive into the details of Monument’s makeover, I’ll start by tagging on two REALLY EXCITING updates—we have two new Team members, and quite a few recent awards! Monument’s New Team Members Over the summer, we hired Erin Hay, CFA, our new Private Wealth Advisor and Portfolio Manager, as well as Brittany Gabel, a local multimedia artist and designer …

Jessica L. Gibbs Forbes Winner

“The Future of Wealth Management is Here.” – Forbes

The Monument Wealth Management Team Featured Articles

Monument Wealth Management’s Jessica L. Gibbs, CFP® is Named on Forbes 2019 Next-Gen Best-In-State Wealth Advisors List! Our Team is proud to announce our Director of Private Wealth Design, Jessica L. Gibbs, CFP® has been chosen as one of Forbes’ Best-In-State Next-Gen Wealth Advisors for 2019. The list recognizes the top wealth advisors in each state representing the future of …

Monument Wealth Management Blog

Get Them Straight – Hedge Funds, Pension Funds and Your Funds

David B. Armstrong, CFA Weekly Market Commentary

I’ve been working in wealth management for over two decades now.  It’s changed a lot, mostly for the better, but the one thing that has remained consistent is investor behavior. One of the most often repeated statements I hear from investors is something along the lines of, “I want to have returns that outperform the S&P 500 without the same …