Compardo Wienstroer & Janes
-
Chris Kamykowski, CFA, CFP® The imagery could not have been more surreal…… U.S. President Donald Trump walking through ongoing renovations of the Federal Reserve headquarters in Washington D.C. with the current Fed Chairman, Jerome Powell.…
-
July Observations Onward and Upward The global equity rallied continued through July, though in a reversal from the previous months, U.S. equities outperformed the rest of the world, aided by a strong U.S. dollar. Within…
-
We’re proud to share that Diane Compardo, founding partner of Compardo, Wienstroer & Janes at Moneta, has been named to the Barron’s Advisor Hall of Fame—a milestone that reflects not only her individual accomplishments, but…
-
If you’re a U.S. citizen living or investing abroad, it’s important to understand the rules around reporting your foreign assets. One of the most impactful regulations is FATCA—the Foreign Account Tax Compliance Act.
-
Artificial intelligence is changing the way we live and work—from streamlining everyday tasks to transforming industries. In the world of financial advice, AI brings powerful tools that can enhance how we manage and protect your…
-
If you live, invest, or have financial ties across borders, you’ll likely encounter foreign currencies. These currencies can rise or fall in value compared to the U.S. dollar, and those fluctuations can have a real…
-
Check out what the team has been up to in Quarter Two of 2025!
-
Introduction Much has changed since we ended March on a dour note, with the S&P down nearly 6% that month as tariff talk ramped up and the threat of DeepSeek was high on everyone’s concerns.…
-
June Observations Second Quarter Ends on a High Note Global equity markets extended their rally into June as continued economic strength reduced earlier recession fears and further improvement within various trade negotiations helped risk assets.…
-
Following US strikes on key Iranian nuclear sites, Iran’s parliament has called for the closure of the strait, according to state-run TV. Such a move, however, could not proceed without the approval of Supreme Leader…
-
Last week, Israel launched a direct attack on Iran, targeting key military assets including senior leadership, defense systems, and nuclear facilities. While this most recent escalation has yet to escalate into a significant market moving…
-
Compardo, Wienstroer & Janes at Moneta – At Moneta, and especially on the Compardo, Wienstroer & Janes team, philanthropy isn’t just a value—it’s a way of life. We’re proud to celebrate one of our own, Alexis…
-
May Observations Strong Earnings Support Market Rally Global equity markets rallied over the month as continued relief from trade tensions, notably a de-escalation in tensions between the US and Europe, sent most major indices higher.…
-
From Reuters – “Tesla lost about $150 billion in market value on Thursday after CEO Elon Musk and President Trump traded insults on social media, but those shares recovered in the premarket on reports they…
-
Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and Research Howard Cosell’s immortal words during the January 1973 heavyweight championship fight between Joe Frazier and George Foreman are an apt – if not overly…
-
Monthly Observations Market “Liberates” Itself from Sharp Early Drawdown Investors faced enormous volatility early in the month as President’s Trump’s “Liberation Day” on April 2nd, throttled even the most skilled market pundits given the unexpected…
-
Tim Side, CFA – Investment StrategistChris Kamykowski, CFA, CFP® – Head of Investment Strategy and Research It is a sort of cruel irony that as we approach the 100-day marker since President Trump’s inauguration and…
-
Introduction When “decades happen in weeks”, even the past quarter’s events can seem like old news already. While this is a first quarter update, the seismic shock from President Trump’s tariff announcements on “Liberation Day”…
-
MONTHLY OBSERVATIONS Diversification Benefits Shine During Another Tough Month for US Equities Policy uncertainty and recession risks were the key themes in March as investors looked ahead to “Liberation Day” on April 2nd. US stocks…
-
This year, our founding partner, Diane Compardo has been honored with several prestigious awards.
-
Tim Side, CFA – Investment Strategist “THERE ARE DECADES WHERE NOTHING HAPPENS; AND THERE ARE WEEKS WHERE DECADES HAPPEN.” V.I. Lenin Executive Summary “Are you not entertained?” Love him or hate him, it seems Trump…
-
Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and ResearchTim Side, CFA – Investment Strategist Many college basketball fans are knee deep into the most recent edition of college basketball’s annual March Madness tournament.…
-
Aoifinn Devitt comes on at the 18:21 and 27:33 mark in the video. Compardo, Wienstroer & Janes at Moneta – “Bloomberg Open Interest” featured Aoifinn Devitt, a Senior Investment Advisor at Moneta with Compardo, Wienstroer &…
-
MONTHLY OBSERVATIONS Diversification Mitigates Tough Month for US Equities A reversal in the momentum trade sent US stocks mostly lower in February as the combination of a Fed on pause, weaker macro data, policy uncertainty,…