Just last week, while looking through financial news online, I came across the following article titled Major Investor Unloaded Sears Stock ahead of Bankruptcy Report and it brought back some very real memories. The article reports that this guy BOUGHT sears stock for $61/share and just sold it between 61¢ and 65¢ per…
Read MoreAs promised here is your third installment of info on Dimensional Funds. Hopefully by now you are already seeing the potential benefits of using Dimensional for your investing. The video below is a real good instruction on how Dimensional saves money on trading costs which are many times invisible to…
Read MoreYesterday we gave you an overview of Dimensional Funds and their history. Today we will explore how their unique approach to investing has served their clients so well. The first video explains their approach while the second video pronounces the research methods used. Click here for the DFA Overview Brochure…
Read MoreBy the end of next week, all Monson Wealth Management Clients will be re-positioned into Dimensional Funds. With excitement, we will be sending out 3 informative emails to you before transitioning so you can become better acquainted this amazing company. As a client with a Dimensional Funds Portfolio, you will…
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Eldon Monson, Registered Investment Advisor Representative and Owner of Monson Wealth Management has just earned his RICP Designation. RICP or Retirement Income Certified Professional is a designation certifying Eldon’s deeper knowledge of the specifics of retirement income planning. This includes best practices for Social Security claiming, risk management, decumulation planning, distribution strategies…
Read MoreThe headlines come at us constantly—143 million records leaked at Equifax, one billion exposed in a Yahoo breach, and 110 million records compromised at Target. After each new “unprecedented” hack, you’re rushed into a free credit monitoring program that promises to watch your files and alert you to any unusual…
Read MoreAfter being very kind for the last 14 months or so, the stock market is having what I would call some very normal volatility. This is to be expected and somewhat normal as the economy heats up and worries about inflation and interest rate rises increase. How long it will last or how…
Read MoreThere are three things that have prompted me to revise a few of our Monson Wealth Management Models: Market volatility at the beginning of the year Some redundancy across some of our models Recent Bond Market Activity after much careful consideration and deliberation I have decided it would be in my…
Read MoreCall today to schedule an appointment, (509) 628-1358. It’s a great time to revisit your investment goals and whether your holdings are in line with those objectives.
Read MoreThe Dow Jones hit an all-time high after Donald Trump’s win is probably a headline you have heard or seen a lot in the last few days. There has been huge volatility in the overseas markets and in the bond markets. The large cap tech names, Real Estate Investment Trusts,…
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Live Life On Your Terms
Whether you want to travel more, do things you’ve always wanted to do, or just spend more time with the grandkids, we want to be your guide to help you get there.
Live Life On Your Terms
Whether you want to travel more, do things you’ve always wanted to do, or just spend more time with the grandkids, we want to be your guide to help you get there.