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What a quarter. The last three months were filled with historic events, including an incumbent dropping out of the presidential…
That pesky thing known as the Federal Reserve dashed some cold water on the Trump rally last week, as Fed…
Tim Side, CFA – Investment Strategist Déjà vu? One week out from the election results and there is an oddly…
Download the PDF here Today’s teenagers face tremendous pressure. Before the first bell rings freshman year of high school, many…
Monthly Observations Final Quarter Starts on a Weak Footing Third quarter upward momentum in risk markets carried through for most…
We sit here on Wednesday, November 6th, with one of the most expensive and dramatic Presidential campaigns behind us. Before…
Monthly Observations Returns Buck the Trend for September Long-term seasonality suggests weaker returns in September and early signs indicated last…
Nine times!? Nine times. Barron’s ranked Moneta No. 8 on its list of the “2024 Top 100 RIA Firms,” marking…
“Go Big or Go Home” The Fed decided to go big this month by cutting rates by 50 basis points…
Independence from private equity positions the fee-only RIA to offer advisors the resources they need with the autonomy they want …
Monthly Observations Early Carnage Followed by Sharp Recovery Multiple catalysts triggered sharp risk-off moves in the equity markets to start…
Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and ResearchTim Side, CFA – Investment Strategist “I fear no man.…
Aoifinn Devitt – Chief Global Market Strategist In recent weeks the Land of the Rising Sun became the Land of…
Monthly Observations Sharp Rotation in Market Leadership 2024 market laggards for the year were the winners in July as a…
Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and ResearchTim Side, CFA – Investment Strategist For those who believe…
Aoifinn Devitt – Chief Global Market Strategist An alternative title of this blog was “All changed, changed utterly.”, to paraphrase…
Markets cruised through the halfway point of 2024 and as we take stock of the year-to-date numbers, we find ourselves…
Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and ResearchTim Side, CFA – Investment Strategist Monthly Observations Dispersion of…
Aoifinn Devitt – Chief Global Market Strategist Illinois is currently in the middle of a 17-year cicada brood which is…
Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and ResearchTim Side, CFA – Investment Strategist Monthly Observations Markets Rebound…
Mark Webster, CFA – Senior Investment Research Analyst Artificial Intelligence (AI) is thriving these days to speed up analysis, sift…
Aoifinn Devitt – Chief Global Market Strategist Have we now entered the antifragile era for markets? This concept, made popular…
By Kelly Moore, Vice President of Estate Planning and Trust Services Being named as Personal Representative can often appear overwhelming,…
Monthly Observations Sharp Downdraft Upends Markets Markets were doused with a bit of seasonal April showers as an uptick in…
Tim Side, CFA – Investment StrategistChris Kamykowski, CFA, CFP® – Head of Investment Strategy and Research Early this year, January…