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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Third Quarter Investment Report
What a quarter. The last three months were filled with historic events, including an incumbent dropping out of the presidential…
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Monthly Recap – October 2024
Monthly Observations Final Quarter Starts on a Weak Footing Third quarter upward momentum in risk markets carried through for most…
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Monthly Recap – September 2024
Monthly Observations Returns Buck the Trend for September Long-term seasonality suggests weaker returns in September and early signs indicated last…
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Barron’s ranks Moneta among nation’s top RIA firms for ninth consecutive year
Nine times!? Nine times. Barron’s ranked Moneta No. 8 on its list of the “2024 Top 100 RIA Firms,” marking…
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Fifty and Fabulous
“Go Big or Go Home” The Fed decided to go big this month by cutting rates by 50 basis points…
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Moneta Hires Director of Mergers and Acquisitions to Strengthen National Growth Plan Efforts
Independence from private equity positions the fee-only RIA to offer advisors the resources they need with the autonomy they want …
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Monthly Recap – August 2024
Monthly Observations Early Carnage Followed by Sharp Recovery Multiple catalysts triggered sharp risk-off moves in the equity markets to start…
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Spending & Borrowing to Austerity: The US Fiscal Policy Challenge
Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and ResearchTim Side, CFA – Investment Strategist “I fear no man.…
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When Narratives Collide
Aoifinn Devitt – Chief Global Market Strategist In recent weeks the Land of the Rising Sun became the Land of…
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Monthly Recap – July 2024
Monthly Observations Sharp Rotation in Market Leadership 2024 market laggards for the year were the winners in July as a…
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The Great Rotation: Does It Finally Have Legs?
Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and ResearchTim Side, CFA – Investment Strategist For those who believe…
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Fresh Faces, Short Cycles
Aoifinn Devitt – Chief Global Market Strategist An alternative title of this blog was “All changed, changed utterly.”, to paraphrase…
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Second Quarter Investment Report
Markets cruised through the halfway point of 2024 and as we take stock of the year-to-date numbers, we find ourselves…
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Monthly Recap – June 2024
Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and ResearchTim Side, CFA – Investment Strategist Monthly Observations Dispersion of…
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Life Cycles and Credit Cycles
Aoifinn Devitt – Chief Global Market Strategist Illinois is currently in the middle of a 17-year cicada brood which is…
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Monthly Recap – May 2024
Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and ResearchTim Side, CFA – Investment Strategist Monthly Observations Markets Rebound…
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Manager Due Diligence: It’s Not All in the Numbers
Mark Webster, CFA – Senior Investment Research Analyst Artificial Intelligence (AI) is thriving these days to speed up analysis, sift…
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Antifragile?
Aoifinn Devitt – Chief Global Market Strategist Have we now entered the antifragile era for markets? This concept, made popular…
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The Personal Representative Role Basic Responsibilities
By Kelly Moore, Vice President of Estate Planning and Trust Services Being named as Personal Representative can often appear overwhelming,…
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Monthly Recap – April 2024
Monthly Observations Sharp Downdraft Upends Markets Markets were doused with a bit of seasonal April showers as an uptick in…
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Should the Fed Cut Rates? Will the Fed Cut Rates?
Tim Side, CFA – Investment StrategistChris Kamykowski, CFA, CFP® – Head of Investment Strategy and Research Early this year, January…
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The Best Gift for Your High School Graduate: Providing Perspective
By Anna McDonald, Director of Family Learning When your child walks across the high school graduation stage, it’s a significant…
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ALAP
Aoifinn Devitt – Chief Global Market Strategist Any readers who love to ski will know that 2024 has been another…
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Freight is Fraught, and Banks make Bank
Markets continue to be noisy this week – as they digest market jitters at the end of last week (when…
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First Quarter Investment Report
Following 2023’s sweeping comeback performance, 2024 wanted a piece of the action. It was a quarter of warm springs and…