News Room
-
The saying goes that there are two things certain in life: death and taxes. This past month reminds us that a close third is that a failed bank will create ample fear and anxiety for…
-
The Federal Reserve Bank of Dallas conducts the Texas Manufacturing Outlook Survey monthly to obtain a timely assessment of the state’s factory activity. Firms are asked whether output, employment, orders, prices and other indicators increased,…
-
Moneta ranked in the top 25% across all similarly sized companies in six of 12 key culture categories evaluated in the survey: Company Direction, Cross-Team Collaboration, Leaders In-The-Know, Meaningful Work, Open Minded Culture, and Supportive…
-
On Tuesday, the National Association of Realtors reported that “existing-home sales reversed a 12-month slide in February, registering the largest monthly percentage increase since July 2020. Month-over-month sales rose in all four major U.S. regions.…
-
This week was dominated by banking worries that started with the collapse of Silicon Valley Bank last week and spread to Signature Bank of New York and a few others this week But before markets…
-
Still Up 15.8% Since January 2022 On Tuesday, the U.S. Census Bureau announced the following new wholesale trade statistics for January 2023: Sales January 2023 sales of merchant wholesalers, except manufacturers’ sales branches and offices,…
-
On Tuesday, the U.S. Census Bureau announced the January advance report on durable goods manufacturers’ shipments, inventories and orders: New Orders New orders for manufactured durable goods in January, down two of the last three…
-
On Tuesday, the National Association of Realtors reported that existing-home sales fell for the 12th straight month in January. In addition, month-over-month sales were mixed among the four major U.S. regions, as the South and…
-
On Tuesday, the U.S. Bureau of Labor Statistics reported that the Consumer Price Index for All Urban Consumers (CPI-U) rose 0.5% in January on a seasonally adjusted basis, after increasing 0.1% in December. Over the…
-
On Tuesday, the U.S. Census Bureau and the U.S. Bureau of Economic Analysis announced that the goods and services deficit was $67.4 billion in December, up $6.4 billion from $61.0 billion in November. December exports were $250.2…
-
Every month, the Federal Reserve Bank of Dallas asks Texas business executives questions on labor market conditions and the results are compiled into the Texas Manufacturing Outlook Survey, the Texas Service Sector Outlook Survey and the…
-
“Organic growth” may be all the rage at your local supermarket, but the term seems to have lost its luster in the RIA industry. After a year of record volume for RIA mergers and acquisitions,…
-
The Conference Board was founded in 1916 by a group of CEOs “concerned about the impact of workplace issues on business, and with a desire for greater cooperation and knowledge sharing among businesses.” Every month,…
-
In 2014, our team’s Athlete & Entertainment Service was born with the addition of Jordan Janes CFP®. Jordan quickly advanced in his career with CWCJ and was promoted to Partner in 2018. The practice has…
-
The National Federation of Independent Business was founded in 1943 and is the largest small business association in the U.S. The NFIB collects data from small and independent businesses and publishes their Small Business Economic Trends…
-
Mortgage Applications Drop as Mortgage Rates Increase On Wednesday, the Mortgage Bankers Association announced that mortgage applications decreased 13.2% from two weeks earlier (and include adjustments to account for the holidays). The Market Composite Index,…
-
Diane Compardo CFP®, CPA, PFS, AWMA®, founding partner of Compardo, Wienstroer & Janes at Moneta has been recognized five times this year by Barron’s and Forbes as a top financial advisor in the U.S. 2022…
-
Moneta’s Board of Managers unanimously approved Tasha Borglum, Steven Diederich, and Zach Han, to be promoted in the firm as Partners. “I am proud to congratulate and welcome Tasha Borglum, Steven Diederich and Zac Han…
-
From left: Heather Hackl (SVE Principal), Melissa Rush (Lane Hipple Director of Client Services), and Maureen Ioannucci (SVE School Counselor) As we do each year, Lane Hipple sought out a giving opportunity that would help…
-
As volatility declined, all 11 S&P 500 sectors advanced for the month Over every single time period, sector performance will be driven largely by factors one would expect, such as the overall state of the…
-
Home-Price-Gains Continue to Decline Across the United States On Tuesday, S&P Dow Jones Indices released the latest results for the S&P CoreLogic Case-Shiller Indices, the leading measure of U.S. home prices. Data released today for…
-
Studying the history of stock market returns relative to midterm elections will give you a sense of how impactful they are to your own portfolio’s potential gain or loss. This article was written by Dimensional…
-
Chris Kamykowski CFA®, CFP® | Head of Investment Strategy & Research In a year where equities are down 20% and fixed income is providing limited downside protection, investors have certainly had much to contend with in…
-
Moneta’s unwavering commitment to operate with a client-first approach continues to elevate the firm nationally as 2022 marks the sixth year in a row (2017-2022) that Barron’s ranked Moneta in the Top 11 of its…