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By Aoifinn Devitt, CFP® – Chief Investment Officer It’s cooling down outside now, but earnings season is heating up. As expected the outlooks are looking warm and cozy, at least so far, with a wide range of…
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By Aoifinn Devitt, CFP® – Chief Investment Officer The quarter started with a bang but ended with a whimper, as a surging stock market in July was cut short by a more subdued month of August and…
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by Andrew Kelsen – Head of Alternative Investments Setting expectations for alternative investments 2019 through 2022 were not normal times. The combination of COVID, war in Ukraine, sharp episodes of inflation, white hot deal markets…
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By Aoifinn Devitt, CFP® – Chief Investment Officer Temperatures are dropping, leaves are turning and everywhere there is a chill in the air. The tragic events playing out on the geopolitical stage, now in the Middle East,…
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Tim Side, CFA® – Investment Strategist Rick Bettger – Investment Research Analyst Click here to download the PDF Monthly Observations September Lives Up to Long-Term Reputation September has the reputation as the worst performing month of…
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Every year Barron’s published rankings of the nation’s top RIA firms, Moneta made the list. This year was no different. Barron’s ranked Moneta No. 14 on its list of the “2023 Top 100 RIA Firms,”…
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By Aoifinn Devitt, CFP® – Chief Investment Officer The end of Q3 is upon us and September has proven to be a month of transition. We have transitioned into a little more edginess in markets, as inflation…
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Mark Webster, CFA – Senior Investment Research Analyst Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and Research The last decade has not been kind to those arguing for active management within investment portfolios,…
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By Aoifinn Devitt, CFP® – Chief Investment Officer Just as the weather started to cool down, inflation has been picking up. The latest inflation figures released this week showed a small uptick in month-on-month inflation, largely attributable…
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Chris Kamykowski, CFA®, CFP® – Head of Investment Strategy and Research Tim Side, CFA® – Investment Strategist Click here to download the PDF Monthly Observations Historically Weak Month Proves Weak Volatility turned upward after a calm…
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By Aoifinn Devitt, CFP® – Chief Investment Officer Summer’s lease hath all too short a date. Sonnet 18, William Shakespeare As we near the end of official summer, the economy continues to hum along like a lazy…
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by The Moneta Retirement Team We are aware that some of our plan sponsors have received letters from the IRS stating that the 12/31/22 Form 8955-SSA was not filed timely or was incomplete. The notice…
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by The Moneta Retirement Team On Friday, August 25 the IRS released guidance (Notice 2023-62) addressing Roth Catch-Up Contributions that were part of the SECURE 2.0 Act passed in December 2022. The IRS guidance granted a…
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By Aoifinn Devitt, CFP® – Chief Investment Officer It must be mid-August because the Halloween candy and costumes have hit the store aisles. Like corporations and their earnings stores have become adept at telegraphing activity like holidays…
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Moneta Investment Team Click here to download the PDF Monthly Observations Second Half of 2023 Starts With a Bang There was no stopping the upward momentum that started in June as most risk markets moved…
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For multi-generational families, effective communication often plays a crucial role in their long-term success. Significant wealth can bring immense opportunities, but it also presents unique challenges. To overcome these challenges and foster family cohesion, family…
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by Chris Kamykowski, CFA®, CFP® – Head of Investment Strategy and Research “That is the sound of inevitability.” With all the buzz about artificial intelligence (AI) these days, this quote from 1999’s hit movie, The…
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Quarterly Letter “Capitalism without failure is like religion without sin. It doesn’t work.” – Allan Meltzer, Historian for the Federal Reserve If market pundits had known that the first half of 2023 would contain a…
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By Aoifinn Devitt, CFP® – Chief Investment Officer It was a blockbuster cinema weekend as “Barbenheimer” swept box offices, leading to the fourth biggest box office weekend in US history. However, as for much of the past…
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By Aoifinn Devitt, CFP® – Chief Investment Officer Download the PDF If the first quarter of the year was a somewhat wild one in terms of market volatility and sentiment swings, the second one ended with an…
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Moneta Investment Team Click here to download the PDF Monthly Observations Strong Month Wraps Up the Quarter Risk markets surged in June, putting banking concerns, recession fears and the debt-ceiling debate behind them. The US…
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By Aoifinn Devitt, CFP® – Chief Investment Officer As the July 4 holiday nears, there are fireworks by night and smoke by day, at least in our neighborhood in the Midwest. The grayish haze triggers a search…
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Tim Side, CFA, Research Analyst Executive Summary Since 2005, the U.S. has seen productivity growth persistently below long-term historical averages. Using the 1990’s as a proxy, there is potential for generative artificial intelligence to boost…
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By Aoifinn Devitt, CFP® – Chief Investment Officer On this day, June 21st, the longest day of the year in the Northern hemisphere, it is normal to think about cycles. The cycle from light into dark, the…