Election Year and The Economy: Is it Something to Worry About?

David B. Armstrong, CFA Weekly Market Commentary

“It’s different this time!” – Unknown Unknown—seriously. I mean, it’s such a common chorus how can it be attributed to any one person? But with November coming around, it’s gonna become a rallying cry for anyone who feels like their preferred candidate will lose and cause the market to tank.  Here’s from Paul Krugman’s 2016 election night article, “What Happened …

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 …

Wealth Management Investing Financial Advisor

Tanger: Short Term Turkey

Erin M. Hay, CFA Weekly Market Commentary

Good afternoon everyone! I’m sure your Thanksgiving preparations are in full swing. I’ll be spending the holiday in Arlington with one of my best friends and his family. We’re going to…a Chinese restaurant. Kinda excited, not going to lie. Don’t fret though: Mom and Dad are FedEx’ing some pies to my apartment, which I will be enjoying with a glass …

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: …

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 …

Wealth Management Alexandria Financial Advisor

Vlog: Dealing with Volatility | Sticky Note Logic

David B. Armstrong, CFA Weekly Market Commentary

Here are Dave’s words of wisdom on how to deal with the current volatility…  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 …

Monument Wealth Management Vlog

Vlog: Inversion Aversion

David B. Armstrong, CFA Weekly Market Commentary

I received a lot of great feedback and encouragement on yesterday’s video, and wanted to further dive into two questions that have come up: What did I mean by “distortion”? Why does a yield curve actually cause a recession? Interesting to note that the current inversion process is very different from the past. In the past we have had inflation …

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 …

A Quick Note on Market Volatility

David B. Armstrong, CFA Weekly Market Commentary

I don’t think the best search engine optimization practice is to recommend the real title I wanted to use: “Shit Happens…Often.” But including it in the body is probably good enough, eh? Man, I suspect we will be seeing a lot of “Sell in May” references by the time this month is over.  Heading into today, the S&P 500 is …

When Perceptions Change, Should Your Portfolio Change, Too?

David B. Armstrong, CFA Weekly Market Commentary

The markets were surprised by Trump’s tweet last Sunday declaring he was raising tariffs from 10% to 25% on the initial $250 billion of Chinese imports…and implementing tariffs on the remaining $300+ billion as well.   However, this should not be a big deal to many of our readers. Those who don’t need cash right now are just fine.  Here’s the plain old, straightforward truth…We …