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Andrew Kelsen – Chief Investment OfficerTim Side, CFA – Investment Strategist January represented a solid month for public markets in what might be the last stand of the previous global trade system, bouncing back strongly…
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The third age of retirement: enjoying retirement. The call of the ocean. A lot of us hear it, but the commute from the ocean to the office keeps us from answering that call. Until retirement.…
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by Andrew Kelsen, Chief Investment Officer Monday, January 27th, 2025…..a day that may prove to be a very consequential day for the world of artificial intelligence (AI). In one fell swoop, a whole industry operating…
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As you ascend the corporate ladder or evaluate new opportunities elsewhere, the complexity of your compensation package increases—and the terms you choose become a pivotal factor in shaping your future. Crafting a package that reflects…
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Recently, Moneta was fortunate to host The Carlyle Group’s, Admiral James Stavridis, for a chat with our Chief Investment Officer, Andrew Kelsen, on a range of geopolitical topics and the Admiral’s thoughts on leadership. The…
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Selling your business is like watching a child you’ve nurtured grow up and venture into the world. It’s deeply personal. You’ve poured your heart, soul, and countless hours into building something truly remarkable. Your company…
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The year 2024 is now quickly in the rearview mirror as 2025 has already brought its fair share of events, including snowstorms in in the South and Midwest, wildfires in LA, Bird Flu on the…
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Monthly Observations Unseasonal End to a Solid Year The Trump 2.0 trade and growing expectations for a US “soft-landing” drove markets higher in November but failed to maintain momentum in December. Historically, December has been…
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The third age of retirement: enjoying retirement. Someday, you may have told yourself, I’ll have that little beach cottage. Or the cabin in the mountains. Wait, not a cabin – need room for the grandkids…
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Tax strategies for executive compensation packages A guide for business leaders navigating a maze of stock options and equity plans If your compensation is more than just a salary, it’s likely a complex package of…
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Moneta’s Board of Managers unanimously approved Matthew Sallaberry to be promoted to Partner in the firm. His path to and through Moneta demonstrates how the firm both attracts and develops talent. Matt, who was previously…
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Monthly Observations Election Certainty Provides Catalyst for US Market Surge The month began with a resounding victory for former President Donald Trump, eliminating any concern over protracted fighting over election results. In addition, Republicans gained…
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That pesky thing known as the Federal Reserve dashed some cold water on the Trump rally last week, as Fed Chair Jerome Powell indicated that they were in no hurry to cut rates further and…
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Tim Side, CFA – Investment Strategist Déjà vu? One week out from the election results and there is an oddly familiar feeling as markets are reacting in a very similar fashion to 2016. Republicans are…
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Download the PDF here Today’s teenagers face tremendous pressure. Before the first bell rings freshman year of high school, many begin preparing for college admissions time — joining clubs, playing competitive sports, and performing community…
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Monthly Observations Final Quarter Starts on a Weak Footing Third quarter upward momentum in risk markets carried through for most of October with US large cap equity markets grinding out further record highs to start…
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We sit here on Wednesday, November 6th, with one of the most expensive and dramatic Presidential campaigns behind us. Before we run through the data, results, reaction and implications for the markets, let’s savor a…
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What a quarter. The last three months were filled with historic events, including an incumbent dropping out of the presidential race for the first time in nearly 60 years, two failed assassination attempts on a…
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Monthly Observations Returns Buck the Trend for September Long-term seasonality suggests weaker returns in September and early signs indicated last month would be no different; a sharp drop in risk assets started the month following…
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Nine times!? Nine times. Barron’s ranked Moneta No. 8 on its list of the “2024 Top 100 RIA Firms,” marking the ninth time in nine years that Moneta received the honor of being included among…
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“Go Big or Go Home” The Fed decided to go big this month by cutting rates by 50 basis points – fulfilling the expectations of the betting market but defying those of most pundits who…
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Independence from private equity positions the fee-only RIA to offer advisors the resources they need with the autonomy they want After expanding into five new locations over the past five years, Moneta continues to take…
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Monthly Observations Early Carnage Followed by Sharp Recovery Multiple catalysts triggered sharp risk-off moves in the equity markets to start August. Weaker than expected payroll readings, a slowing manufacturing sector, and AI/technology earnings concerns prompted…
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Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and ResearchTim Side, CFA – Investment Strategist “I fear no man. But that thing, it scares me.”[1] Ever since the compromise between Alexander Hamilton, Thomas Jefferson…