Finerty
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Quarterly Letter The country hit, People are Crazy, was written by two musicians trying, over drinks, to think of three things you cannot argue about. Our guess is there are some who may argue over…
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“Time is the friend of the wonderful business, the enemy of the mediocre.” – Warren Buffett, Chairman & CEO Berkshire Hathaway EXECUTIVE SUMMARY Private Equity – Private equity deal activity surged in 2024, marking the…
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“It’s far better to buy a wonderful company at a fair price than a fair company at a wonderful price.” – Warren Buffett, Chairman & CEO Berkshire Hathaway EXECUTIVE SUMMARY Private Equity’s outlook remains well-positioned despite…
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QUARTERLY LETTER “People who think they know everything are a great annoyance to those of us who do.” – Isaac Asimov, American Writer The bull kept running in the first quarter despite any number of reasons…
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Moneta Family Office hosted its Private Market Economic Outlook in November at the 1900 Building in Kansas City. The event brought together a panel of private equity, private real estate, and private credit industry leaders,…
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Moneta Family Office hosted its annual Private Market Economic Outlook in October at The Bogey Golf Club in St. Louis. The event brought together a panel of private equity industry leaders, including Mark Allsteadt, Jon…
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Quarterly Letter “The Fed is navigating by the stars under cloudy skies.” – Jerome Powell, Fed Chairman Every year the Kansas City Fed invites all Fed Governors and senior personnel to Jackson Hole, Wyoming for…
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“Only when the tide goes out do you discover who’s been swimming naked.” – Warren Buffett, Chairman & CEO Berkshire Hathaway Executive Summary Private Equity is navigating a complex landscape that presents both challenges and opportunities…
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By Mindy Mitchell Click here to download the PDF Version. Here are some factors for evaluation. Over the past 18 months, several clients have expressed concern about keeping all or the majority of their investments…
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Click here to download the PDF version of this piece. The ongoing debate between active and passive1 investing continues as passively managed funds have seen net assets swell by an average annual rate of 11.9%…
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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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Quarterly Letter “Capitalism without failure is like religion without sin. It doesn’t work.”– Allan Meltzer, Historian for the Federal Reserve If market pundits had known that the first half of 2023 would contain a few…
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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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Quarterly Letter “Only when the tide goes out do you discover who has been swimming naked.”– Warren Buffett Every few years a financial crisis arises that brings to mind this famous Warren Buffett quote. The trigger…
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Quarterly Letter “When the Fed jams the brakes, someone goes through the windshield.”– Wall Street Adage – The over-riding theme for 2022 was all about inflation, for, as Will Rogers noted, “Letting the cat outta’…
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The Internal Revenue Service (IRS) announced significant increases to retirement plan limits for tax year 2023. These highly anticipated cost-of-living adjustments, which were published on Friday, October 21, 2022 are a small silver lining to…
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Quarterly Letter “Confidence is contagious. So is lack of confidence.”– Vince Lombardi The third quarter of 2022, which started promisingly, ended in ugly fashion with nearly all global stock indices at their lows for the…
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Moneta Private Markets Advisor, Mindy Mitchell, addressed the topic of private credit allocations in client portfolios while speaking at an invitation-only event focused on alternative investment insight across private equity, real estate, and credit. “Over…
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Fortune spoke to Moneta’s Portfolio Strategist Randall Stauder about what makes international equities so compelling right now for an article titled, “Why you should invest internationally in this market environment.” Here is an excerpt from…
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Barron’s turned to Moneta Advisor Geneen Von Kloha to answer their reader’s questions about social security. Her answers were published in a mailbag article titled, “Let Social Security Max Out if You Can. Even in…
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In this edition of the Private Market Report, we review developments from the first half of 2022 relating to private equity, venture capital, private debt, and real estate. Our Research Spotlight examines how private equity…
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Quarterly Letter “The key to making money in stocks is not to get scared out of them.” -Peter Lynch Investors are justified in feeling a little pain given that they have just experienced the worst first…
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Moneta Advisor Susan Brown won an NCAA Division III women’s basketball national championship in 2001 at Washington University in St. Louis. Citywire RIA interviewed her about how that experience influences her career as a financial…
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Contributors Quarterly Letter “When you got skin in the game, you stay in the game,but you don’t get a win unless you play in the game.”-Lin-Manuel Miranda, Hamilton Despite recent market volatility and a negative…