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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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…
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Not So Fast
Aoifinn Devitt – Chief Investment Officer Markets meandered somewhat aimlessly over the past week with the now familiar mix of resilient…
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The Other Side of the “Pause”: Market Returns When the Fed Stops Hiking
Chris Kamykowski, CFA®, CFP® – Head of Investment Strategy & Research Markets are flummoxed with changing expectations for how long…
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A Bruising Tussle and Buyback Blowback
Aoifinn Devitt – Chief Investment Officer It was a bruising week last week as the S&P recorded its third negative week…
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Not Out of the Woods Yet
Aoifinn Devitt – Chief Investment Officer The US CPI data for January was not exactly a sweet-smelling Valentine’s Day bouquet. Although…
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Lost in Translation
Aoifinn Devitt – Chief Investment Officer As we move to February and the Super Bowl beckons this weekend, a groundswell of…
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Markets End 2022 On Positive Note & Hope For a Better 2023
Moneta Investment Team After a bruising 2022, the start to 2023 unfolded with considerable uncertainty. Following the double blow that…
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Leveraging Mentorship at Moneta to Thrive as an Independent RIA Through the Industry’s Great Consolidation
“Organic growth” may be all the rage at your local supermarket, but the term seems to have lost its luster…
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A Wintery Mix
Aoifinn Devitt – Chief Investment Officer As earnings season moves into high gear, the mixed bag of results seems to be…
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All Too Routine “Extraordinary Measures”
Chris Kamykowski, CFA®, CFP® (Head of Investment Strategy and Research) Rich McDonald, MBA (Head of Portfolio Management and Fixed Income) …
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Learning From a Legacy
Dr. King believed that social inequality was driven by poverty, and he encouraged his audiences to bolster their aspirations with…
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When The Party is Over – Better Safe Than Sorry
Aoifinn Devitt – Chief Investment Officer It is common to start a new year with a sense of hope and anticipation. …
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Three Moneta Advisors Advance to Partner
Moneta’s Board of Managers unanimously approved Tasha Borglum, Steven Diederich, and Zach Han, to be promoted in the firm as…
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The China Dilemma
Tim Side CFA | Research Analyst Introduction In April 2022, we put out a piece titled “Revisiting the Emerging Markets…
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An Arresting Development – Or A Few
Aoifinn Devitt – Chief Investment Officer Markets received today’s CPI numbers with delight and some relief. The news that US consumer…
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Be Careful What You Wish For
Aoifinn Devitt – Chief Investment Officer As the year hurtles to a close, it is turning out not to be a…
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A Mild Bout of Market Indigestion
Aoifinn Devitt – Chief Investment Officer Markets eased back from the Thanksgiving holiday with a bout of mild indigestion, and were…
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A Blockbuster Bankruptcy and a World Cup Like No Other
Aoifinn Devitt – Chief Investment Officer As the 22nd FIFA World Cup kicked off in Qatar, it is not just the…
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Moneta Moment – A Testing Moment for Real Estate
Aoifinn Devitt – Chief Investment Officer Typically, real estate is considered an inflation resilient component of a portfolio, but how resilient…
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#GivingTuesday: How to Move Your Philanthropy from Transactional to Transformational
Deb Dubin – Chief Philanthropy Officer #GivingTuesday is around the corner, drawing our attention to the power and promise of…
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No Room for Surprises
Aoifinn Devitt – Chief Investment Officer Markets have digested a volley of information in the past week. This ranged from a…
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Jobs Matter, But Not in the Usual Way, This Election Day
Aoifinn Devitt – Chief Investment Officer As the mid-term elections approached the usual partisan chatter focused on issues surrounding the…
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Volatility Higher as Fed Focused on Inflation
The third quarter was dominated by continued market volatility as the Fed maintained a tough and determined stance regarding inflation.
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Not Exactly the Same Song Sheet
Aoifinn Devitt – Chief Investment Officer As we write today, more earnings numbers are rolling in and, as so often this…