Investments
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Last week we saw small investors flex their collective muscle, starting 2021 with its own set of unprecedented story lines. Last week’s moves in a select set of heavily shorted stocks caused a stir on…
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By Luke Ferraro, Director of Investment Research Many factors influence market returns: the economy, interest rates, business decisions, technology, worker productivity, sentiment and population growth – just to name a few. It is unfathomable to…
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We are only halfway through 2020 and already it has been one of the most unique investing years in memory. If the biggest surprise of Q1 was the speed and depth of the decline of…
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By Bill Hornbarger, Chief Investment Officer at Moneta (@MonetaCIO) On June 8, the Business Cycle Dating Committee of the National Bureau of Economic Research stated that the economic expansion that started in June of 2009 peaked…
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At the Start, Markets Rallied The equity market had been on a strong upward trajectory since bottoming in late March. From March 23 through June 8, the S&P 500 had gained 995 points and the…
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By Bill Hornbarger, Chief Investment Officer at Moneta (@MonetaCIO) After a difficult March, equity markets stabilized and generally rallied during April, with most equity market segments posting double digit returns for the month. April provided welcome…
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The market indicates that we are at the start of a recession. We cannot predict how long it will last or how deep it will go, but historical data gives us some insight into market…
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With social distancing now our current norm, we wanted to assure you that your Moneta team, backed by our internal investment department and our external research partner, are all watching over your portfolio. We are…
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By Bill Hornbarger, Chief Investment Officer at Moneta (@MonetaCIO) As we write this, the equity market is firmly in bear territory with the S&P 500 down 30% from its recent record close; volatility has spiked to…
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The volatility we are currently seeing in the market is historic and unprecedented. The speed at which this decline happened is one of the fastest on record. “Violent” is the word Moneta CIO Bill…
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Historic and unprecedented market volatility in recent weeks has concerned investors wondering what to do now. In an interview aired on a local CBS station, Moneta’s Chief Investment Officer Bill Hornbarger reminded people to…
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“Tactics without strategy is the noise before defeat” — Sun Tzu The dictionary defines strategy as “a plan of action or policy designed to achieve a major or overall aim.” The term strategy is often…
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As we write this, stocks are in the midst of the worst week since the dark days of October 2008 when the Dow Jones Industrial Average, S&P 500 and NASDAQ fell 18%, 18% and 15%…
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Recent News Leading into the weekend, the market expected the Organization of the Petroleum Exporting Countries (OPEC) to cut supply and support falling oil prices due to decreased demand as a result of COVID-19 (coronavirus).…
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For most of us, the Global Financial Crisis (GFC) was the worst investing environment of our lifetime and one that none of us wants to revisit. Coincidentally, for that cycle, the market bottomed on March…
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In this month’s market update from our CIO, Bill Hornbarger explains why the coronavirus is causing market volatility, what impact that will have in the long term and how investors should proceed. Disclosure: © 2020…
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The speed of this week’s market downturn has been gut wrenching. Avoiding panic is the hardest thing to do with the market down 10% in a week, but we must remember that it came off…
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By Bill Hornbarger, Chief Investment Officer at Moneta Sentiment is such an important thing for the financial markets. On February 19, the S&P 500 reached a new record-high level and several other markets (NASDAQ, Dow) followed…
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The number of reported coronavirus cases (and the media coverage) continues to increase on a daily basis. I thought it might be interesting to take a look at the financial markets as an attempt to…
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Many estate plans need to be adjusted after the government made major changes to how retirement plans are accessed, taxed and distributed with the “Setting Every Community Up for Retirement Enhancement Act” (SECURE Act). This…
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We have been closely monitoring the outbreak of the coronavirus and hope that health care officials can minimize the human toll that this type of event can bring. At the same time, we are also…
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By Bill Hornbarger, Chief Investment Officer at Moneta Last year was a banner year for the financial markets. Every major asset class we track produced positive returns, led by U.S large cap growth stocks with the…
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By Bill Hornbarger, Chief Investment Officer at Moneta This is the time of year that many investment firms start the process of calculating Capital Market Assumptions (CMAs). These are simply estimates (typically intermediate to longer term…