Wealth Management ESG Investing

The Haystack: Fed Meeting, ESG Investing and Energy

Erin M. Hay, CFA Weekly Market Commentary

As I wrote this on the afternoon of Friday the 13th, the S&P 500 sat near the cusp of yet another all-time high, driven by…what else…rumors that the December 15th tariff deadline could pass without any tariffs being assessed. U.K. election results are also driving headlines, but I’m not going to pretend to be an expert in geopolitical events. Here …

Wealth Management Investing Financial Advisor

Thanksgiving Leftovers

Erin M. Hay, CFA Weekly Market Commentary

I don’t have any one topic I want to cover today. There were a lot of big macro data points last week, and a lot of great reads. Think of today’s post as some delicious Thanksgiving leftovers, so let’s eat.  My last post was on an investment in our Strategic Income Portfolio (Tanger Factory Outlet Centers, ticker: SKT). Since then, Barron’s published a positive article on SKT, making the …

What_Should_Investors_Be_Doing_Now

Dow 28,000 – Here’s What Investors Should Be Doing Now

David B. Armstrong, CFA Weekly Market Commentary

The Dow is at around 28,000, so what should investors be doing? Well, a lot, actually. Most people remember that last year around this time the market was not doing very well. Reflect back on how you felt when the market went down almost 20% by Christmas Eve’s close. It impacted everyone – even really, really wealthy people. Just as …

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 …

Lifetime Milestones & The Power of Time

David B. Armstrong, CFA Weekly Market Commentary

Sometimes we forget about the power of time.  Big historical moments are memories in our lives, but we tend to live in the present…or in the past few weeks.  We are bombarded by quarterly earnings, GDP, employment reports, market pull backs, and the never-ending news cycle. The list of things grabbing our attention is long. In fact, it’s infinite. It …

Wealth Management Alexandria Financial Advisor

Vlog: Dividend and Treasury Yields – What You Need To Know Today

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 …

Wealth Management Alexandria Financial Advisor

Vlog: Changing Your Perspective on How to Track Investment Performance

David B. Armstrong, CFA Weekly Market Commentary

Today I want to highlight why I think it’s so important to change your perspective about tracking the success of your portfolio against a benchmark like the S&P 500. Summary A lot of funds are holding the same stocks (Visa, Salesforce, etc.), but in large amounts, in an effort to outperform the S&P 500. Well we’re in earnings season right …

Wealth Management Alexandria Financial Advisor

Vlog: Are You Still Moving Forward?

David B. Armstrong, CFA Weekly Market Commentary

 Summary Slow growth isn’t the same thing as a recession. As long as you’re moving toward your goal, you’re headed in the right direction. An external shock isn’t out of the question, but those are hard to implement into probability models…No one out there has any special knowledge. We’re all working with the same information. So if you hear …

The Current State of Things

David B. Armstrong, CFA Weekly Market Commentary

I want to write something, but I keep staring at my screen.  It happens.  It happens a lot more since I’ve stopped writing a “Weekly Market Summary.”  I’ve graduated from that.  It was great when I started writing because I had a topic ready for every weekend. But when looking back it’s all blah blah blah. No one cared. I …

Is it Worth Paying Attention to The Fed?

David B. Armstrong, CFA Weekly Market Commentary

The Fed’s 9-1 decision the other day to leave the policy rate unchanged was not a shock or surprise to anyone.  But, the Fed did telegraph a polarity shift to the markets and equities gained slightly on future rate cut optimism (the S&P 500 was up about 0.3%) while the 10-year yield declined to around 2.03%.  I’m guessing there is a 95% certainty the …