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% …

Forbes “Top Next Generation Wealth Advisors”

The Monument Wealth Management Team Featured Articles

Forbes “Top Next Generation Wealth Advisors” List Recognizes Monument Wealth Management’s Senior Financial Planner, Jessica L. Gibbs, CFPⓇ. Monument Wealth Management is excited to announce that Senior Financial Planner, Jessica L. Gibbs, CFPⓇ has been recognized in the Forbes 2017 ranking of the “Top Next Generation Wealth Advisors.” Since Monument Wealth Management’s vision is to become an employee-owned firm which …

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The Ric Edelman Show Featuring David B. Armstrong, CFA

The Monument Wealth Management Team Featured Articles

Ric: Thanks for hanging around with us here on the Ric Edelman Show. It is “The Truth About Money“ and we’re doing a special broadcast today from the Bellagio Hotel on Las Vegas. You can call us whenever you want, Triple eight plan Ric, or visit us online at ricedelman.com. Barron’s is here hosting its annual conference of some of …

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Quick Thoughts on DOW 20,000

David B. Armstrong, CFA Weekly Market Commentary

Dow 20,000 is the talk of the town. There is no escaping it. As I write this (Wednesday at 10:36 am), the index is a mere 0.60% away. But a question being asked, explicitly and implicitly, is this: “Do the current valuation levels (specifically P/E Ratios) signal a market top?” My opinion? Not by themselves. Research from LPL Financial and …

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Why the Shrinking Unemployment is Not as Good as it Seems

David B. Armstrong, CFA Weekly Market Commentary

Well, we finally had a negative week in the S&P 500, post-election. It was trading down 0.97% for the week, and ended up at an index level of 2,192. The Dow Jones Industrial Average was barely positive, clocking in with a 0.1% gain on the week to close at 19,170. There was good news with employment and an interest rate …

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VIDEO: Excitement or Drama?

The Monument Wealth Management Team Featured Articles

Important Disclosure Information for “Excitement or Drama? “ 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 …

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VIDEO: On the ‘Road’ to Investment Success

The Monument Wealth Management Team Featured Articles

Important Disclosure Information for “On the ‘Road’ to Investment Success” 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 …