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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Monthly Recap – June 2023
Moneta Investment Team Click here to download the PDF Monthly Observations Strong Month Wraps Up the Quarter Risk markets surged…
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Smoke, Mirrors and Fireworks
By Aoifinn Devitt, CFP® – Chief Investment Officer As the July 4 holiday nears, there are fireworks by night and smoke by…
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Artificial Intelligence: Party Like It’s 1995?
Tim Side, CFA, Research Analyst Executive Summary Since 2005, the U.S. has seen productivity growth persistently below long-term historical averages.…
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The Longest Day
By Aoifinn Devitt, CFP® – Chief Investment Officer On this day, June 21st, the longest day of the year in the Northern…
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A Pause For Breath
By Aoifinn Devitt, CFP® – Chief Investment Officer While the US Fed paused for breath in this week’s rate decision, markets were…
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Moneta Strengthens Family Office Services
As Moneta continues to expand and evolve its Family Office services, the firm is focused on adding talent and expertise…
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Augmented Reality Amid the Sense of Calm
By Aoifinn Devitt CFP® – Chief Investment Officer Now that the debt ceiling storm has passed and pundits have moved…
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The Apple of the Market’s Eye
By Aoifinn Devitt CFP® – Chief Investment Officer It is still tech that is the apple of the stock market’s eye at…
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Sustainable Investing Check In – Where Are We Now?
Aoifinn Devitt CFP® – Chief Investment Officer Charles O’Rourke, CFA – Fixed Income Analyst Money talks. For centuries, money and…
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The X Factor: Congress Faces Tight Timeline for Debt Ceiling Resolution
Chris Kamykowski, CFA®, CFP® – Head of Investment Strategy and Research Rich McDonald, MBA – Head of Portfolio Management and…
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Exam Season
Aoifinn Devitt – Chief Investment Officer It was a week that saw great pomp and fanfare across the Atlantic as the…
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Moneta Continues Longstanding Partnership with Missouri Baptist Medical Center
Moneta has a longstanding relationship with the Missouri Baptist hospital system: Blair is currently a Missouri Baptist Medical Center Board…
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From the Ceiling to the Floor
Aoifinn Devitt – Chief Investment Officer Yesterday was May 1, also known as International Worker’s Day, which was a timely reminder…
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Investment Quarterly Report – Q1 2023 – Cycles, Tremors, And An Impending Credit Crunch?
Aoifinn Devitt – Chief Investment Officer Although only early April, violent Spring storms have already worked their way across much of…
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Dancing on the Ceiling
Aoifinn Devitt – Chief Investment Officer We are often told to listen to the bond market as the “truthsayer” when it…
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Does the “Buck” Stop Here? Current Concerns with U.S. Dollar Dominance
Chris Kamykowski, CFA, CFP®, Head of Investment Strategy and Research “That will be 20 bucks.” Ever wondered why people say…
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F-oiled Again
Aoifinn Devitt – Chief Investment Officer Just when it seemed like inflation was firmly receding based on last week’s PCE…
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Fed vs. Market
Tim Side, CFA, Research Analyst With the March Federal Open Market Committee (FOMC) meeting behind us, the day of reckoning…
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Moneta Announces the Merger of a $450 Million Team Further Strengthening its Denver Presence
Moneta, a 100% partner-owned registered investment adviser (RIA) firm, announces the addition of Jaye Everland and Jason Sandry as Partners…
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Moneta Hosts Charles Schwab’s Chief Risk Officer to Discuss Recent Banking Concerns
The saying goes that there are two things certain in life: death and taxes. This past month reminds us that…
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The Space Between A Rock and A Hard Place
Aoifinn Devitt – Chief Investment Officer The 25 bps rate hike delivered yesterday by Fed Chairman Powell gave us some insight…
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Decorated Decade: Moneta Named Top Workplace for 10th Consecutive Year
Moneta ranked in the top 25% across all similarly sized companies in six of 12 key culture categories evaluated in…
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“March Madness” Continues: Credit Suisse Succumbs to Crisis of Confidence
Chris Kamykowski, CFA, CFP®, Head of Investment Strategy and Research Mark Webster, CMFC®, Senior Investment Research Analyst Markets are currently…
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Silicon Valley Bank – A Not So Broken Record
Tim Side – Research Analyst Markets were roiled last week following the collapse of Silicon Valley Bank, the 16th largest…