Investing Strategies

At Monument, we help our clients invest with intention, make decisions with confidence, stay resilient in volatile markets, and fund the life and opportunities they care about. Explore our investing advice and resources below.

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Is Your Advisor Letting You Take on Too Much Risk in Your Portfolio? Here’s How to Tell.

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There’s More to Living Off Dividends than Just Collecting Income

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Understanding Wealth Management Fees

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Stacking the Odds in Your Favor: Behavioral Finance 101

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Why Simple Index Fund Investing Won’t Cut It

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Why Recession Proofing Your Finances Is a Game Changer in the Long Run

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What Is an Expense Ratio and Why Is It Important to an Investor?

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Tax-Loss Harvesting Explained

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How Momentum Investing is Winning in the Long Term

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The 3 Mistakes You’re Making With Your Investment Objectives

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4 Dividend Growth Investing Truths That Get Overlooked

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Why Smart Investors Consider Investment Time Horizons

Investing Strategies · Wealth Advice

There’s More to Living Off Dividends than Just Collecting Income

Investing Strategies · Wealth Advice

Understanding Wealth Management Fees

Investing Strategies · Wealth Advice

Stacking the Odds in Your Favor: Behavioral Finance 101

Investing Strategies · Wealth Advice

Why Simple Index Fund Investing Won’t Cut It

Investing Strategies · Wealth Advice

What Is an Expense Ratio and Why Is It Important to an Investor?

Investing Strategies · Tax Optimization · Wealth Advice

Tax-Loss Harvesting Explained

Investing Strategies · Wealth Advice

How Momentum Investing is Winning in the Long Term

Investing Strategies · Wealth Advice

The 3 Mistakes You’re Making With Your Investment Objectives

Investing Strategies · Wealth Advice

4 Dividend Growth Investing Truths That Get Overlooked

Investing Strategies · Wealth Advice

Why Smart Investors Consider Investment Time Horizons

Investing Strategies · Wealth Advice

6 Wealth-Building Strategies: Your Zero B.S. Roadmap

Investing Strategies · Wealth Advice

How To Invest An Inheritance Like A Wealth Advisor

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IMPORTANT DISCLOSURE INFORMATION

Please remember that past performance is no guarantee 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 Capital Management, LLC [“Monument”]), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, no portion of this discussion or information serves as the receipt of, or a substitute for, personalized investment advice from Monument. contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from Monument. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Neither Monument’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if Monument is engaged, or continues to be engaged, to provide investment advisory services. Monument is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. A copy of the Monument’s current written disclosure Brochure and Form CRS discussing our advisory services and fees is available for review upon request or at monumentwealthmanagement.com

Please Note: Monument does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Monument’s web site or blog or incorporated herein, and takes no responsibility for any such content. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. 

Please Remember: If you are a Monument client, please contact Monument, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify anyreasonable restrictions to our investment advisory services. Unless, and until, you notify us, in writing, to the contrary, we shall continue to provide services as we do currently. 

Please Also Remember to advise us if you have not been receiving account statements (at least quarterly) from the account custodian.

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