Diederich Simmons Perez
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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…
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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.…
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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…
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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…
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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…
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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”…
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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…
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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…
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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.…
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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,…
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by Drennan Bailey, CPA, MBA, CFP® – Advisor Remember that first apartment in your 20s? Ramen noodles for dinner, furniture borrowed from friends, and a future filled with endless possibilities. Now, a decade or two…
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by: Stephanie Rogers, CFA, CFP® – Senior Advisor Congratulations – you’ve reached retirement or you can finally see the light at the end of the tunnel. Your hard work has paid off and you are…
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by Gene Diederich, Partner Growing up with six siblings and now having four children of my own, I’ve seen firsthand the challenges and benefits of family communication. Throw in a family death, health crisis, business…
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by Brie McDonald, CFP® – Advisor Panic set in as I woke up one morning to several notifications on my phone. I had received multiple text messages in the middle of the night with security…
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By Anna McDonald, Director of Family Learning When your child walks across the high school graduation stage, it’s a significant moment in a child’s life, your life as a parent, and the lives of those…
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By Stephanie Rogers CFA, CFP®, Senior Advisor When your adult child in their 20s wants to buy a house and may not qualify for a mortgage loan, what is the best way to help them? …
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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 Gene Diederich, Partner – Moneta Many people want their children to become responsible, independent, and charitable adults. Yet, they often worry that raising them can be complicated when they never have to worry about money.…
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By Kim Mueller, Senior Advisor Spring means warmer weather, longer days and blooming flowers – and also a time for a thorough house cleaning after a cold winter. But it may also be the…
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As Moneta continues to expand and evolve its Family Office services, the firm is focused on adding talent and expertise to empower more sophisticated offerings. Moneta recently added Senior Family Office Advisor Heather Kline, who…
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To our clients and friends, How and how much parents should help their kids is a concern many of you express to us, especially as it becomes obvious that financial success comes with big parenting…
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Encouraged by a successful launch of its first expansion market last year in Denver, Moneta® is now launching its second expansion office in Kansas City. Ranked as the largest fee-only Registered Investment Advisor (RIA) based…
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The market indicates that we are at the start of a recession. We cannot predict how long it will last or how deep it will go, but historical data gives us some insight into market…