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Danton Troyer, Partner, CFP® How long do you have before you reach your ideal retirement age? Ten years? Two years? Many executives don’t allow themselves enough time to plan their retirement, giving themselves a year or two, when in fact…
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August Observations Markets Recover from a Summer Lull After two weaker months, US equity markets were in a risk-on mood during August despite challenges around inflation outlook, fiscal & government debt concerns, and ongoing geopolitical…
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by Deb Dubin, Chief Philanthropy Officer It’s hard to believe it’s been 25 years since the tragic events of 9/11. For many of us, the terrorist attack and its aftermath is among the defining events of…
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Chris Kamykowski, CFA, CFP® – Managing Director of Strategy and Research Sam Hill – Director of Fixed Income When we wrote our piece “Spending & Borrowing to Austerity: The US Fiscal Policy Challenge” in 2024,…
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A Coordinated Approach to Personal, Business, and Estate Planning for Business Owners For many business owners, the business is far more than an income source. It is often the largest asset on the balance sheet,…
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Creating a Purposeful and Purpose-filled Philanthropy Practice | Part 3 of 3 Some donors feel that their giving is transactional, not transformational. It’s important to understand that some level of transactional philanthropy will always exist. We live…
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July Observations Markets Catch a Summer Downdraft Markets faced pressure in July after a recent run of strength, with a sharp divergence across asset classes driven by resurging energy prices, a fractured Fed, and AI-related…
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Moneta recently hosted a macroeconomic and markets discussion with Tiffany Wilding, managing director and economist at PIMCO, where she leads PIMCO’s Cyclical Forum, crafts the firm’s outlook for the global economy, and analyzes key macro…
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By Benjamin Trujillo and Elizabeth Sheehan For most ultra-high net worth (UHNW) families, the question isn’t whether or not to have trusts, but if the ones they have are actually working together. Because different trusts accomplish different goals, UHNW families often have more than one. The key in building a true trust strategy lies in the mix. Assemble the wrong one,…
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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…