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Monthly Observations Market “Liberates” Itself from Sharp Early Drawdown Investors faced enormous volatility early in the month as President’s Trump’s “Liberation Day” on April 2nd, throttled even the most skilled market pundits given the unexpected…
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Tim Side, CFA – Investment StrategistChris Kamykowski, CFA, CFP® – Head of Investment Strategy and Research It is a sort of cruel irony that as we approach the 100-day marker since President Trump’s inauguration and…
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Introduction When “decades happen in weeks”, even the past quarter’s events can seem like old news already. While this is a first quarter update, the seismic shock from President Trump’s tariff announcements on “Liberation Day”…
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MONTHLY OBSERVATIONS Diversification Benefits Shine During Another Tough Month for US Equities Policy uncertainty and recession risks were the key themes in March as investors looked ahead to “Liberation Day” on April 2nd. US stocks…
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Tim Side, CFA – Investment Strategist “THERE ARE DECADES WHERE NOTHING HAPPENS; AND THERE ARE WEEKS WHERE DECADES HAPPEN.” V.I. Lenin Executive Summary “Are you not entertained?” Love him or hate him, it seems Trump…
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By Anna McDonald, Director of Family Learning When most people think of private air travel, they often conjure images of celebrities’ lavish experiences. Whether it’s the opulent Gulf Stream with cashmere seats and custom modifications…
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Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and ResearchTim Side, CFA – Investment Strategist Many college basketball fans are knee deep into the most recent edition of college basketball’s annual March Madness tournament.…
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MONTHLY OBSERVATIONS Diversification Mitigates Tough Month for US Equities A reversal in the momentum trade sent US stocks mostly lower in February as the combination of a Fed on pause, weaker macro data, policy uncertainty,…
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Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and ResearchTim Side, CFA – Investment Strategist The exuberant sentiment from markets following Donald Trump’s Presidential victory in early November 2024 seems to have ground to…
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Translating complex executive compensation into your dream retirement In the fast-paced world of corporate leadership, planning for retirement can often take a backseat to immediate business concerns. However, for executives with complex compensation packages, understanding…
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Post by Deb Dubin, Chief Philanthropy Officer. Executive Orders (EO) signed by the President in January have led to a considerable amount of uncertainty on the part of our nonprofit community partners. While many of…
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How to navigate the emotional transition into retirement after life as a business owner Selling your business is more than a transaction; it’s a transition into a new phase of life. For many business…
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Monthly Observations “January Effect” Starts 2025 on Solid Foot Markets started the month on the weaker side as strong payrolls upended expectations of further Fed rate cuts, sending bond yields higher and putting pressure on…
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Download the PDF here Have you ever traveled someplace so enchanting that you started to imagine yourself living there? You may have been strolling cobblestone streets past quaint shops and cafes, enjoying the culture of…
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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…