Borglum Team
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by Kevin Ward CFP® – Advisor I recently wrote a blog post about Buy-Sell Agreements and why they are an important planning tool for business owners. Another contingency plan scenario that requires additional planning is…
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Investment Team Click here to download the PDF Monthly Observations No Calendar Effect This Time October was a challenging month for investors as both stocks and bonds fell lower. While markets initially looked through the…
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By Aoifinn Devitt, CFP® – Chief Investment Officer Many of our clients have read this recent article in the Wall Street Journal and have asked us to respond. It cites the banner performance of the traditional 60/40…
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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 Kevin Ward CFP® – Advisor Back in July I wrote a blog about how and why business owners should diversify their personal net worth and overall wealth. So, how do you ensure that your…
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By Tim Nielsen, CFP® – Advisor Read part one HERE In this two-part blog series, I am going to discuss psychological biases that impact our investment decisions and how to manage it. Countless books and…
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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 Tasha Borglum The advisor you’ve known and loved for many years is retiring. What now? The sale of an Advisor’s practice can take many forms: selling to a private equity firm, joining another Registered…
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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 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 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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By Tim Nielsen, CFP® – Advisor In this short blog post, I am going to talk about why it is so important to remind yourself to remove that little voice over your shoulder. The one telling…
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By Mike Vredenburgh In this blog series, I am going to focus on charitable giving. Specifically, how to discover meaningful philanthropy and then financial strategies to carry out charitable giving. The first part of…
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by Kevin Ward, Advisor When you start a business, you are putting your life, sweat, tears, and finances behind it. As that business grows and revenues increase, you are often faced with the difficult decision…
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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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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…
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By Tasha Borglum, Partner The advisory fee conversation can be an uncomfortable one because, frankly, it can be pretty confusing. At Moneta, we strive to be extremely transparent and upfront about our fee structure which…
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By Aoifinn Devitt, CFP® – Chief Investment Officer While the US Fed paused for breath in this week’s rate decision, markets were a little more flustered. With a focus alternately on whether Jerome Powell was definitely committing…
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By Aoifinn Devitt CFP® – Chief Investment Officer Now that the debt ceiling storm has passed and pundits have moved on to breathless analysis of the growing Presidential primary field, there’s been time for regulators…
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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…