Commentary From Respected Outside Sources

Timely commentary from industry professionals outside of the Monument Wealth Management Team. Sources include JP Morgan, Deutsche Bank, and more.
April, 2013
This is a letter written by LPL Financial’s Managing Director and Chief Investment Officer, Burt White, as he reflects on the Boston Marathon tragedy.

Burt White on the Boston Marathon Tradegy

This Guide to the Markets for the 2nd quarter of 2013 is ready to download!

J.P. Morgan Guide to the Markets

Get a basic idea of what the Sequester is and what it can mean for our economy.

Understanding the Sequester

This quarter’s Guide to the Markets is out – request a copy here!

J.P. Morgan Q1 2013 Guide to the Markets

Breaking the Cycle of Investment Regret
Franklin Templeton Investments
1/2/2013

Read about the 5 behaviors that lead to investing mistakes.

breaking the cycle of investment regret

The Election Ends and the Lame Duck Begins
Eaton Vance on Washington
11/10/2012

Andrew H. Friedman, Principal of The Washington Update, focuses on what will happen with taxes now that President Obama has been re-elected, and the House and Senate remain in a similar situation to the past four years.

Eaton Vance - The Election Ends and the Lame Duck Begins

JPM Q4 2012 Guide to the Markets
We read this guide every quarter for excellent, detailed market insights – you should too!

Please see the two letters below – the original letter written after 9-11-2001 and the follow-up letter written on 9-11-11, 10 years later.
9-11-2011 Commentary by Burt White, LPL Financial
9-11-2001 Commentary by Lincoln Anderson, LPL Financial

The Latest on the Tragedy in Japan from Deutsche Bank
03/14/2011

Commentary from Deutsche Bank’s lead Asian Strategist, Christian Nolting, detailing his thoughts about the tragic events that have occurred in Japan.
Investment Implications of the Crisis in Egypt
03/10/2011

Market Insights on the Egyption Crisis from Joseph S. Tranious, CFA, Vice President and Market Strategist with J.P. Morgan Funds

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