Team Feed
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At Moneta, we understand that for many clients, investing with impact is more than just a financial decision—it’s a reflection of personal values and a desire to create positive change in the world. But what…
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Compardo, Wienstroer & Janes – Benjamin A. Trujillo, J.D, LL.M Figuring out the future is never easy, but with the right team, the path can feel a lot clearer. Whether you’re planning to pass along…
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Compardo, Wienstroer & Janes – Garrett Reeg, MBA, CFP® For many HNW families, preserving wealth across generations is about more than just numbers — it’s about control, protection, and shared values. Trusts are a vital…
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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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In recent years, one of the most exciting and forward-looking developments in sustainable finance has been the rise of nature-based investing—an approach that recognizes the natural world not only as something to preserve, but as…
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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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Compardo, Wienstroer & Janes at Moneta If you resided in Missouri and incurred any damage where you paid part of your insurance deductible during a qualifying 2025 disaster to your personal residence, you could be…
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Compardo, Wienstroer & Janes – Garrett Reeg, MBA, CFP® For many families, particularly those who have high net worth, retirement accounts can often make up a significant portion of total wealth. These accounts are designed…
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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…
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Compardo, Wienstroer & Janes at Moneta The Dow hitting 50,000 is a headline. How your portfolio supports your next chapter is the real story. The Dow Jones Industrial Average topped 50,000 for the first time…
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January Observations Volatile Start to 2026 as Geopolitics Dominated Headlines U.S. equity markets posted modest gains in January, with the S&P 500 returning 1.5% despite significant mid-month volatility. Tariff threats on European countries over Greenland…
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by Tim Side, CFA – Director of Investment Strategy A cruel taste of life in Greenland swept across much of the U.S. over the weekend as snowstorms and frigid temperatures caused several deaths, grounded flights,…
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Executive Summary 2025 served as another reminder of markets’ ability to climb the so-called “Wall of Worry”. The year carried its fair share of headline risks: a reordering of global defense philosophies, tariff disruptions, a…
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December Observations Subdued Month Brings the End to a Solid Year U.S. equity markets closed a robust year in a more subdued fashion, with the S&P 500 essentially flat for the month. To be sure,…
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by John Costello, Investment Risk Analyst *Readers unfamiliar with options terminology may wish to consult the Appendix, which provides plain-English definitions of the derivative concepts referenced throughout. INTRODUCTION The democratization of investments continues to make…
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Compardo, Wienstroer & Janes at Moneta At Moneta, we believe your wealth should empower you—to make a difference, shape your legacy, and focus on the things that matter most to you. That’s why we’re one…
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November Observations AI Theme Comes Under Pressure Markets were mixed in November with the AI theme losing some luster as investor fatigue was led by concerns over rising debt to finance AI spending, elevated valuations,…
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Since 2022, we’ve had the privilege of creating joyful holiday experiences for several families, and the gratitude we’ve received has been truly heartwarming. This year, we’re once again collecting gifts for local families, with the…
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Original article written by Elaine Floyd, CFP® – Director of Retirement and Life Planning at Horsesmouth, LLC. Turn on your television at any time of the day or night now and you are likely to get hit with ads confirming…
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October Observations Still Climbing Global equities extended their rally in October, with the MSCI ACWI up 2.2% as developed and emerging markets advanced. Korea led all markets with a 19.9% surge, powered by semiconductors and…
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Tim Side, CFA “Irrational exuberance, as famously diagnosed by Robert Shiller ahead of the dot-com bust, is not the same as stupidity.” -John Authers Few financial metaphors come close to the use of the word…
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Original article written by: Elaine Floyd, CFP®Director, Retirement and Life PlanningHorsesmouth, LLC If you are eligible for Medicare, you likely received an Open Enrollment packet in the mail where you can see how your plan…
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Executive Summary The third quarter of 2025 extended the year’s remarkable market resilience amidst a continuing whirl of policy developments, political tension, and global uncertainty. Beneath the noise, U.S. growth remained exceptional. GDP expanded at…
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September Observations The Rally Continues Markets were broadly positive in September as U.S. stocks defied the “September Effect,” with the S&P 500 up 3.7% and the Russell 2000 gaining 3.1%. Gains were led by large-cap…