Insights & News
Light reading. Heavy return on investment.
Moneta experts continually contribute to the conversation around wealth management strategies, planning and education. Check back often for new content.
The latest
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An Assessment of Geopolitics and Changing World Order – Part 3
“The problem isn’t getting rich, it’s staying sane.” -Charlie Munger[1] The current environment is rife with uncertainty. Following two seismic…
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Channeling Goldilocks
By Aoifinn Devitt, CFP® – Chief Investment Officer As the holidays approach, there is a miracle in the air. But not the…
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October 2023 Monthly Recap
Investment Team Click here to download the PDF Monthly Observations No Calendar Effect This Time October was a challenging month…
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Managing Expectations
By Aoifinn Devitt, CFP® – Chief Investment Officer October turned out to be a little spooky after all. The month launched somewhat…
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Down But Not Out – In Defense of “Balance” in an Upside-Down World
By Aoifinn Devitt, CFP® – Chief Investment Officer Many of our clients have read this recent article in the Wall Street Journal…
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Market Serves up Tricks and Treats
By Aoifinn Devitt, CFP® – Chief Investment Officer It’s cooling down outside now, but earnings season is heating up. As expected the…
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Q3 2023 Report – One Step Forward, Two Steps Back
By Aoifinn Devitt, CFP® – Chief Investment Officer The quarter started with a bang but ended with a whimper, as a surging…
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Alternative Investments – The Territory Ahead
by Andrew Kelsen – Head of Alternative Investments Setting expectations for alternative investments 2019 through 2022 were not normal times.…
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A Chill Descends
By Aoifinn Devitt, CFP® – Chief Investment Officer Temperatures are dropping, leaves are turning and everywhere there is a chill in the…
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September Monthly Recap
Tim Side, CFA® – Investment Strategist Rick Bettger – Investment Research Analyst Click here to download the PDF Monthly Observations September…
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Barron’s Ranks Moneta Among Nation’s Top RIA Firms for Eighth Consecutive Year
Every year Barron’s published rankings of the nation’s top RIA firms, Moneta made the list. This year was no different.…
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Shut-down Fears Heat Up
By Aoifinn Devitt, CFP® – Chief Investment Officer The end of Q3 is upon us and September has proven to be a…
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Active Strikes Back: Early Signs of Active Management Proving Its Worth
Mark Webster, CFA – Senior Investment Research Analyst Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and Research The…
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Fuel to the Fire
By Aoifinn Devitt, CFP® – Chief Investment Officer Just as the weather started to cool down, inflation has been picking up. The…
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Monthly Recap – August 2023
Chris Kamykowski, CFA®, CFP® – Head of Investment Strategy and Research Tim Side, CFA® – Investment Strategist Click here to download…
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Our Lease is Up
By Aoifinn Devitt, CFP® – Chief Investment Officer Summer’s lease hath all too short a date. Sonnet 18, William Shakespeare As we…
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IRS Erroneous Late-Filing Notices
by The Moneta Retirement Team We are aware that some of our plan sponsors have received letters from the IRS…
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IRS Grants 2-Year Delay for Roth Catch-Up Contribution Requirements
by The Moneta Retirement Team On Friday, August 25 the IRS released guidance (Notice 2023-62) addressing Roth Catch-Up Contributions that were…
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The Sweetest Thing
By Aoifinn Devitt, CFP® – Chief Investment Officer It must be mid-August because the Halloween candy and costumes have hit the store…
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Monthly Recap – July 2023
Moneta Investment Team Click here to download the PDF Monthly Observations Second Half of 2023 Starts With a Bang There…
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A Path to Family Harmony
For multi-generational families, effective communication often plays a crucial role in their long-term success. Significant wealth can bring immense opportunities,…
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Is a Recession Inevitable?
by Chris Kamykowski, CFA®, CFP® – Head of Investment Strategy and Research “That is the sound of inevitability.” With all…
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July 2023 Market Update
Quarterly Letter “Capitalism without failure is like religion without sin. It doesn’t work.” – Allan Meltzer, Historian for the Federal…
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X Marks the Spot
By Aoifinn Devitt, CFP® – Chief Investment Officer It was a blockbuster cinema weekend as “Barbenheimer” swept box offices, leading to the…
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Q2 2023 Review: The Anti-Fragile Economy – Resilient and Unflappable
By Aoifinn Devitt, CFP® – Chief Investment Officer Download the PDF If the first quarter of the year was a somewhat wild…