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What a quarter. The last three months were filled with historic events, including an incumbent dropping out of the presidential…
Monthly Observations “January Effect” Starts 2025 on Solid Foot Markets started the month on the weaker side as strong payrolls…
Download the PDF here Have you ever traveled someplace so enchanting that you started to imagine yourself living there? You…
Andrew Kelsen – Chief Investment OfficerTim Side, CFA – Investment Strategist January represented a solid month for public markets in…
The third age of retirement: enjoying retirement. The call of the ocean. A lot of us hear it, but the…
by Andrew Kelsen, Chief Investment Officer Monday, January 27th, 2025…..a day that may prove to be a very consequential day…
As you ascend the corporate ladder or evaluate new opportunities elsewhere, the complexity of your compensation package increases—and the terms…
Recently, Moneta was fortunate to host The Carlyle Group’s, Admiral James Stavridis, for a chat with our Chief Investment Officer,…
Selling your business is like watching a child you’ve nurtured grow up and venture into the world. It’s deeply personal. …
The year 2024 is now quickly in the rearview mirror as 2025 has already brought its fair share of events,…
Monthly Observations Unseasonal End to a Solid Year The Trump 2.0 trade and growing expectations for a US “soft-landing” drove…
The third age of retirement: enjoying retirement. Someday, you may have told yourself, I’ll have that little beach cottage. Or…
Tax strategies for executive compensation packages A guide for business leaders navigating a maze of stock options and equity plans …
Moneta’s Board of Managers unanimously approved Matthew Sallaberry to be promoted to Partner in the firm. His path to and…
Monthly Observations Election Certainty Provides Catalyst for US Market Surge The month began with a resounding victory for former President…
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…