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
-
Moneta Merges in Third Colorado Firm, Expanding National RIA into Boulder
ST. LOUIS — March 6, 2024 — Moneta, a 100% partner-owned Registered Investment Adviser (RIA) firm, announces the addition of…
-
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…
-
Monthly Recap – May 2024
Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and ResearchTim Side, CFA – Investment Strategist Monthly Observations Markets Rebound…
-
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…
-
Antifragile?
Aoifinn Devitt – Chief Global Market Strategist Have we now entered the antifragile era for markets? This concept, made popular…
-
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,…
-
Monthly Recap – April 2024
Monthly Observations Sharp Downdraft Upends Markets Markets were doused with a bit of seasonal April showers as an uptick in…
-
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…
-
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…
-
ALAP
Aoifinn Devitt – Chief Global Market Strategist Any readers who love to ski will know that 2024 has been another…
-
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…
-
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…
-
Totally Eclipsed
Aoifinn Devitt – Chief Global Market Strategist It brought tears of joy, and highway tailbacks for hours. Monday’s total lunar…
-
Monthly Recap – March 2024
Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and ResearchTim Side, CFA – Investment Strategist Monthly Observations Upward Momentum…
-
The Halve of It: Rehashing the Bitcoin Saga
by Trent Rieger, Associate Investment Analyst All-time highs, brand new spot ETFs, and an upcoming halving has Bitcoin continuing to…
-
Caution to the Wind?
Aoifinn Devitt – Chief Global Market Strategist It feels like the end of an era – in many ways. Firstly,…
-
The Anatomy of a Bubble
Aoifinn Devitt, Chief Global Market Strategist Coming off of the usual post-Oscars drama, the real original screenplays kicked off mid-week…
-
Monthly Recap – February 2024
Monthly Observations Records Broken in February Strong economic data and earnings reports were supportive of a risk-on month with the…
-
Winds from the East
Aoifinn Devitt, Chief Global Market Strategist Maybe it is because it is an election year, but we still have China…
-
All-Time Highs: Is it all Downhill from Here?
Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and Research Early 2024 has seen all-time highs in the equity…
-
The Nvisible Hand
Aoifinn Devitt, Chief Global Market Strategist Better than expected. It has been a bit of a mantra for the year…
-
Mixed Signals in the Last Mile
By Aoifinn Devitt, Chief Global Market Strategist “Yesterday is not ours to recover, but tomorrow is ours to win or…
-
January 2024 Recap
Download Recap PDF MONTHLY OBSERVATIONS Mixed Bag of Returns to Start 2024 On the positive side, U.S. economic data continued…
-
A Thousand Cuts
By Aoifinn Devitt, Chief Global Investment Strategist While the jobs numbers last week led to euphoria in markets, this week…
-
Family Learning: A Hallmark of Well-Being
By Anna McDonald, Director of Family Learning Families committed to learning who are intentional about their family purpose and culture…