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Creating a Purposeful and Purpose-filled Philanthropy Practice | Part 2 of 3 As you consider the ways in which you’d like to engage in philanthropic practices, it’s useful to develop a giving strategy that is both purposeful (deliberate) and…
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Executive Summary The second quarter of 2026 closed with a very different narrative than the one that opened it. Three months ago, the U.S. and Iran were in active conflict, the Strait of Hormuz was…
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June Observations Markets Mixed on Inflation Fears and Rate Hike Pricing June proved to be a more challenging month for risk assets, as the AI-driven optimism that powered markets through May collided with a sharp…
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By Anna McDonald, Director of Family Learning Teaching children charitable behavior is essential for instilling compassion, empathy, and social responsibility. With intentional practices, parents and caregivers can cultivate a mindset of giving and service in their…
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What Executives Should Know About Their Compensation Package By Kristi Borglum, CFP® When executives receive a promotion, most expect a bigger paycheck. What they don’t expect, however, is how much more complicated and consequential that…
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Few companies have captured the public imagination quite like SpaceX. From reusable rockets to satellite internet and ambitious plans for interplanetary travel, the company has become synonymous with innovation and disruption. As conversations around the…
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Creating a Purposeful and Purpose-filled Philanthropy Practice | Part 1 of 3 Philanthropic engagement can be a source of togetherness, learning and joy. In multi-generational families looking to create avenues for sharing a common purpose–as well as…
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May Observations Markets Climb on AI Momentum and Iran Optimism May was another constructive month for risk assets, and while the path was far from smooth, markets ultimately powered higher on ceasefire optimism and a…
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By Anna McDonald, Director of Family Learning A conversation for families navigating prenuptial agreements with openness, kindness, and a long-term plan for success. Getting married is an exciting time in life for the newly engaged couple,…
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By Michael Torney, J.D., CFP®, LL.M., CEPA When everything’s running smoothly, it might feel unnecessary to plan for a disaster that may never come. Thinking about risks well before they arise isn’t a profitable task, after all. But as the saying goes,…
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By Tim Side, CFA – Director of Investment Strategy For many years, we’ve advised clients that while geopolitical events often cause short-term dislocations, they rarely have a lasting impact on markets and staying disciplined remains…
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By Anna McDonald, Director of Family Learning As students prepared for finals this week, Canvas, the primary university platform for course information and communication, suffered a data breach through its parent company, Instructure. The hacking…
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April Observations Markets Avoid April “Showers” Despite the ongoing conflict in the Middle East, markets rebounded from a weak March, with the S&P 500 posting its best month since November 2020. Powered by a wave…
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Moneta recently hosted a macroeconomic and markets discussion with Jason Thomas, Head of Global Research & Investment Strategy at Carlyle, where he helps formulate firmwide investment strategies and serves as the Chief Investment Officer for…
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Executive Summary The first quarter of 2026 was defined by a sharp shift in narrative. What began the year with optimism around steady growth, supportive fiscal dynamics, and expected Federal Reserve rate cuts quickly gave…
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A step-by-step guide to the first 100 days after divorce by Lindsay Taylor, J.D., CFP® After months of negotiating, planning, and worrying, you receive that life-changing phone call from your attorney: your divorce judgment has…
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March Observations Geopolitics Trigger Sharp Global Selloff Global markets declined significantly in March amid the escalating conflict with Iran. U.S. equities fell broadly, with the S&P 500 and Russell 2000 indices both down 5.0%, while…
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By Eric Kittner Independence Has a Definition Problem, Especially at Scale I don’t know a single advisor in this industry who doesn’t call themselves independent. But I’ve learned that independence tends to get redefined at certain moments in a firm’s life, particularly when…
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By Anna McDonald, Director of Family Learning Family vacation homes have an emotional connection unlike any other asset. They often symbolize family legacy and continuity. A house by the ocean, near a lake or a…
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By Deb Dubin, Chief Philanthropy Officer Philanthropy has a role to play in fostering healthy civic discourse. As political polarization in the United States intensifies, some donors are turning with both concern and purpose to nonprofit…
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February Observations Volatility Continues on AI Disruption and Geopolitics U.S. equities were mixed in February, with the S&P 500 falling 0.8% as concerns over AI disruption, tariffs, and escalating Middle East tensions weighed on sentiment.…
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Many awoke to news last Saturday morning of the U.S. and Israel jointly launching airstrikes against Iran’s military capabilities and leadership structure. The buildup to what has been deemed, “Operation Epic Fury”, has been ongoing…
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by Ally Kell You’ve made the decision to divorce. The next question is often just as important: how will you move through the process? In my experience, couples typically approach divorce in one of three…
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Historically, emerging markets have typically made the headlines for political upheaval, war or economic struggles. However, 2025’s 33.5% return for the MSCI Emerging Markets (net return) index1 has brought emerging market equities into the collective…