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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FA Magazine Honors Moneta Partner Nicole Bailey Among “Young Advisors to Watch”
Driven by her passion for promoting females in financial services, Nicole Bailey became Moneta’s youngest female Partner in January 2020.…
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Investment Report: Direction, Degree and Timing
By Bill Hornbarger, Chief Investment Officer at Moneta (@MonetaCIO) After a difficult March, equity markets stabilized and generally rallied during April,…
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5 Strategies to Consider During Market Downturns
Since World War II, the US has experienced 12 bear markets (20% or greater drop from its most recent high).…
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Stabilizing March Market Madness: What Will it Take?
With the passage of the federal government’s latest stimulus package for the U.S. economy, we see signs that market stabilization…
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The Four Stages of a Bear Market
With social distancing now our current norm, we wanted to assure you that your Moneta team, backed by our internal…
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Investment Report: Policymakers Dust Off the “Global Financial Crisis” Playbook
By Bill Hornbarger, Chief Investment Officer at Moneta (@MonetaCIO) As we write this, the equity market is firmly in bear territory…
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VIDEO: Assessing the current market pullback
The volatility we are currently seeing in the market is historic and unprecedented. The speed at which this decline…
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The Coronavirus, The Market and Taxes
Historic and unprecedented market volatility in recent weeks has concerned investors wondering what to do now. In an interview…
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Is it time to worry? Not with a plan.
“Tactics without strategy is the noise before defeat” — Sun Tzu The dictionary defines strategy as “a plan of action…
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Addressing FAQs about stock market volatility and the coronavirus
As we write this, stocks are in the midst of the worst week since the dark days of October 2008…
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The Impact to Energy as Saudi Arabia and Russia Face Off
Recent News Leading into the weekend, the market expected the Organization of the Petroleum Exporting Countries (OPEC) to cut supply…
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Perspective on market volatility on the anniversary of the Global Financial Crisis
For most of us, the Global Financial Crisis (GFC) was the worst investing environment of our lifetime and one that…
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What is going on with the coronavirus and stock market volatility?
In this month’s market update from our CIO, Bill Hornbarger explains why the coronavirus is causing market volatility, what impact…
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Why investors should avoid panic during this gut-wrenching market downturn
The speed of this week’s market downturn has been gut wrenching. Avoiding panic is the hardest thing to do with…
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Investment Report: The Markets Wobble – Will They Break?
By Bill Hornbarger, Chief Investment Officer at Moneta Sentiment is such an important thing for the financial markets. On February 19,…
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Coronavirus update: What the markets are telling us
The number of reported coronavirus cases (and the media coverage) continues to increase on a daily basis. I thought it…
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Simplifying the SECURE Act and What it Means for Your Estate Plan
Many estate plans need to be adjusted after the government made major changes to how retirement plans are accessed, taxed…
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An update from our CIO about the Coronavirus
We have been closely monitoring the outbreak of the coronavirus and hope that health care officials can minimize the human…
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Investment Report: An uncertain environment in the wake of strong gains
By Bill Hornbarger, Chief Investment Officer at Moneta Last year was a banner year for the financial markets. Every major asset…
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Four Moneta Advisors advance to Partner
Moneta’s Board of Managers unanimously approved Nicole Bailey, Bill Dickens, Travis Freeman and Brooke Hunady to be admitted to the…
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Another national publication looks to Moneta as a model for industry excellence
Both Financial Advisor Magazine and Real Assets Adviser featured Moneta in a cover story in the last year. Their in-depth…
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Investment Report: A few thoughts on capital market forecasts
By Bill Hornbarger, Chief Investment Officer at Moneta This is the time of year that many investment firms start the process…