Financial advice from our Financial Planning Associate, Emily M. Harper, CFP® is featured in this Alexandria Living magazine article about financial resolutions. Read the full post on Alexandria Living‘s website>
This Sucks…I Know
THESE. THINGS. HAPPEN. Here are some cold hard facts: So far, the S&P 500 is down 8.8% for the month of October (as of Sunday, October 28, 2018). If it finishes here, it will be the worst month since February of 2009 and the worst October since 2008. Remember those months? Did you know that during the third quarter (the …
Financial Advice from the Pacific Crest Trail
I spent the last 12 months planning a long-distance backpacking trip along the Pacific Crest Trail and the John Muir Trail which ran through a large section of the Sierra mountains in California. As some of you already know, I took a fall at the 190-mile mark of the 220-mile journey and couldn’t continue. I’ve unfortunately re-injured my knee, and …
Planning for the Journey
Dave is just about halfway through his hike, and we sure hope he’s enjoying it! From the short blurbs he’s sent through his Garmin Tracking Device and his posts on social media from the outpost, we know he’s still going strong and of course has made some friends along the way! The hike seems to be running very smoothly for …
What We Didn’t End Up Doing
The markets basically sold off 11% from their high. Technically that’s a correction, but the term is not important…what happened is. A Private Wealth Plan is designed to keep clients focused on what their money is for. The generic term for that is a “goal”, or more accurately, several goals. The Plan should be a guide to follow when corrections happen. …
A Musician Wants to Find a Way Out of a Debt Hole
This Wall Street Journal article features financial planning advice from Monument’s President and Co-Founder, Dean J. Catino, CFPⓇ. Log into Wall Street Journal‘s website and read this article online>
David Armstrong on Michael Kitces’ “Financial Advisor Success” Podcast
Listen to Monument’s President and Co-Founder, David B. Armstrong, CFA on Michael Kitces’ Financial Advisor Success Podcast! In this episode, Kitces and Armstrong discuss all types of decisions business owners face, including custom designing your office for a better data gathering experience. Read the transcript and listen to the Financial Advisor Success Podcast here on Michael Kitces’ Nerd’s Eye View website …
A Thanks to Clients, a Look Forward and a Look Back
If you are a client and occasionally skip reading a Monument Blog, please take a few minutes and read this one. Now that we have entered 2018, Monument is celebrating a DECADE anniversary. It’s amazing to type that. A decade. In January of 2008, the founders of Monument were sitting at a major wirehouse unaware of the doom that would …