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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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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 It is still tech that is the apple of the stock market’s eye at present as the NASDAQ outperformed the S&P 500 and the Dow for the fourth week…
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Aoifinn Devitt CFP® – Chief Investment Officer Charles O’Rourke, CFA – Fixed Income Analyst Money talks. For centuries, money and capital in general has been used as a lever to effect change, have influence and…
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Chris Kamykowski, CFA®, CFP® – Head of Investment Strategy and Research Rich McDonald, MBA – Head of Portfolio Management and Fixed Income Back in January, we wrote about the extraordinary measures being undertaken by the…
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Aoifinn Devitt – Chief Investment Officer It was a week that saw great pomp and fanfare across the Atlantic as the official coronation of King Charles III took place in the UK. On this side of…
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Aoifinn Devitt – Chief Investment Officer Yesterday was May 1, also known as International Worker’s Day, which was a timely reminder to note the workers that have been shoring up the still-resilient economy and are continuing…
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Aoifinn Devitt – Chief Investment Officer Although only early April, violent Spring storms have already worked their way across much of the Midwest, disrupting flights and wreaking havoc in small communities. In a similar fashion, the…
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“Organic growth” may be all the rage at your local supermarket, but the term seems to have lost its luster in the RIA industry. After a year of record volume for RIA mergers and acquisitions,…
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Dr. King believed that social inequality was driven by poverty, and he encouraged his audiences to bolster their aspirations with sound economic principles: understanding debt, spending wisely, and not competing with one’s neighbors through excessive…
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The third quarter was dominated by continued market volatility as the Fed maintained a tough and determined stance regarding inflation.
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Aoifinn Devitt – Chief Investment Officer As we write today, more earnings numbers are rolling in and, as so often this year, the word on the street from “Main Street” is somewhat incoherent. While some consumer…
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Aoifinn Devitt – Chief Investment Officer As Mid-term election debates are dissected and chatter intensifies, now at T- 21 to Election Day as we go to print, the results still evince some uncertainty. This, together with…
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Chris Kamykowski CFA®, CFP® | Head of Investment Strategy & Research In a year where equities are down 20% and fixed income is providing limited downside protection, investors have certainly had much to contend with in…
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Moneta’s unwavering commitment to operate with a client-first approach continues to elevate the firm nationally as 2022 marks the sixth year in a row (2017-2022) that Barron’s ranked Moneta in the Top 11 of its…
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Aoifinn Devitt – Chief Investment Officer As we await the start of the third quarter earnings season, it is clear that there is likely to be considerable dispersion among sectors. Energy stocks are expected to…
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Aoifinn Devitt | Chief Investment OfficerChris Kamykowski CFA®, CFP® | Head of Investment Strategy & Research The second quarter was dominated by the Fed finally moving to interest rate “lift-off” and beyond, growing inflation fears, and a…