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By Lauren Hunt, Moneta Advisor Restricted stock plans involve the transfer of corporate stock to compensate executives, but it contains some sort of restriction or limitation. Time-based restriction is most popular by way of a…
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Every year, the Internal Revenue Service (IRS) comes out with its list of “Dirty Dozen” tax scams. This year, several scams feature a connection to the coronavirus pandemic or tax relief. Scam artists use the…
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By Moneta Partner Travis Freeman Back in 1996, the Space Studies Board of the National Research Council predicted we would have astronauts on Mars by 2020. In 1951, Popular Mechanics published an article predicting the 21st…
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We are only halfway through 2020 and already it has been one of the most unique investing years in memory. If the biggest surprise of Q1 was the speed and depth of the decline of…
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Moneta’s Managing Partner and Chairman of the Board, Eric Kittner, was featured on “Smart Money Circle” podcast hosted by Adam Sarhan. In the episode titled “Hire a Family CFO & How to Create a Financial…
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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 of Economic Research stated that the economic expansion that started in June of 2009 peaked…
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At the Start, Markets Rallied The equity market had been on a strong upward trajectory since bottoming in late March. From March 23 through June 8, the S&P 500 had gained 995 points and the…
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Moneta financial advisors help retirement plan sponsors reduce their risks and improve investment decisions with live fiduciary training courses Moneta offers a broad and diverse set of specialized experts to help its clients navigate any…
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Driven by her passion for promoting females in financial services, Nicole Bailey became Moneta’s youngest female Partner in January 2020. Nicole’s legacy as a dynamic advocate for females in financial services includes helping initiate major…
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By Bill Hornbarger, Chief Investment Officer at Moneta (@MonetaCIO) After a difficult March, equity markets stabilized and generally rallied during April, with most equity market segments posting double digit returns for the month. April provided welcome…
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Since World War II, the US has experienced 12 bear markets (20% or greater drop from its most recent high). These bear markets were brought on by myriad events, ranging from wars to oil embargos…
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With the passage of the federal government’s latest stimulus package for the U.S. economy, we see signs that market stabilization may be on the horizon. To date, the federal government’s stimuli, both monetary and fiscal,…
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With social distancing now our current norm, we wanted to assure you that your Moneta team, backed by our internal investment department and our external research partner, are all watching over your portfolio. We are…
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By Bill Hornbarger, Chief Investment Officer at Moneta (@MonetaCIO) As we write this, the equity market is firmly in bear territory with the S&P 500 down 30% from its recent record close; volatility has spiked to…
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The volatility we are currently seeing in the market is historic and unprecedented. The speed at which this decline happened is one of the fastest on record. “Violent” is the word Moneta CIO Bill…
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Historic and unprecedented market volatility in recent weeks has concerned investors wondering what to do now. In an interview aired on a local CBS station, Moneta’s Chief Investment Officer Bill Hornbarger reminded people to…
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“Tactics without strategy is the noise before defeat” — Sun Tzu The dictionary defines strategy as “a plan of action or policy designed to achieve a major or overall aim.” The term strategy is often…
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As we write this, stocks are in the midst of the worst week since the dark days of October 2008 when the Dow Jones Industrial Average, S&P 500 and NASDAQ fell 18%, 18% and 15%…
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Recent News Leading into the weekend, the market expected the Organization of the Petroleum Exporting Countries (OPEC) to cut supply and support falling oil prices due to decreased demand as a result of COVID-19 (coronavirus).…
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For most of us, the Global Financial Crisis (GFC) was the worst investing environment of our lifetime and one that none of us wants to revisit. Coincidentally, for that cycle, the market bottomed on March…
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In this month’s market update from our CIO, Bill Hornbarger explains why the coronavirus is causing market volatility, what impact that will have in the long term and how investors should proceed. Disclosure: © 2020…
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The speed of this week’s market downturn has been gut wrenching. Avoiding panic is the hardest thing to do with the market down 10% in a week, but we must remember that it came off…
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By Bill Hornbarger, Chief Investment Officer at Moneta Sentiment is such an important thing for the financial markets. On February 19, the S&P 500 reached a new record-high level and several other markets (NASDAQ, Dow) followed…
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The number of reported coronavirus cases (and the media coverage) continues to increase on a daily basis. I thought it might be interesting to take a look at the financial markets as an attempt to…