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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…
At the Start, Markets Rallied The equity market had been on a strong upward trajectory since bottoming in late March.…
Moneta financial advisors help retirement plan sponsors reduce their risks and improve investment decisions with live fiduciary training courses Moneta…
Driven by her passion for promoting females in financial services, Nicole Bailey became Moneta’s youngest female Partner in January 2020.…
By Bill Hornbarger, Chief Investment Officer at Moneta (@MonetaCIO) After a difficult March, equity markets stabilized and generally rallied during April,…
Since World War II, the US has experienced 12 bear markets (20% or greater drop from its most recent high).…
With the passage of the federal government’s latest stimulus package for the U.S. economy, we see signs that market stabilization…
With social distancing now our current norm, we wanted to assure you that your Moneta team, backed by our internal…
By Bill Hornbarger, Chief Investment Officer at Moneta (@MonetaCIO) As we write this, the equity market is firmly in bear territory…
The volatility we are currently seeing in the market is historic and unprecedented. The speed at which this decline…
Historic and unprecedented market volatility in recent weeks has concerned investors wondering what to do now. In an interview…
“Tactics without strategy is the noise before defeat” — Sun Tzu The dictionary defines strategy as “a plan of action…
As we write this, stocks are in the midst of the worst week since the dark days of October 2008…
Recent News Leading into the weekend, the market expected the Organization of the Petroleum Exporting Countries (OPEC) to cut supply…
For most of us, the Global Financial Crisis (GFC) was the worst investing environment of our lifetime and one that…
In this month’s market update from our CIO, Bill Hornbarger explains why the coronavirus is causing market volatility, what impact…
The speed of this week’s market downturn has been gut wrenching. Avoiding panic is the hardest thing to do with…
By Bill Hornbarger, Chief Investment Officer at Moneta Sentiment is such an important thing for the financial markets. On February 19,…
The number of reported coronavirus cases (and the media coverage) continues to increase on a daily basis. I thought it…
Many estate plans need to be adjusted after the government made major changes to how retirement plans are accessed, taxed…
Moneta’s Board of Managers unanimously approved Nicole Bailey, Bill Dickens, Travis Freeman and Brooke Hunady to be admitted to the…
Both Financial Advisor Magazine and Real Assets Adviser featured Moneta in a cover story in the last year. Their in-depth…