Hadary
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Work with a Certified Financial Transitionist® when managing your winnings from the lottery. “When I win the lottery…” Most of us have said this at some time or another, followed by a laugh. The odds…
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By Aoifinn Devitt, CFP® – Chief Investment Officer As the holidays approach, there is a miracle in the air. But not the usual festive kind. Consumers were already starting to expect lower inflation – and Tuesday’s CPI…
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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 October turned out to be a little spooky after all. The month launched somewhat unsteadily, reeling from a “September effect” which did exactly what it said on the tin…
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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 Aoifinn Devitt, CFP® – Chief Investment Officer The quarter started with a bang but ended with a whimper, as a surging stock market in July was cut short by a more subdued month of August and…
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By Aoifinn Devitt, CFP® – Chief Investment Officer Temperatures are dropping, leaves are turning and everywhere there is a chill in the air. The tragic events playing out on the geopolitical stage, now in the Middle East,…
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Tim Side, CFA® – Investment Strategist Rick Bettger – Investment Research Analyst Click here to download the PDF Monthly Observations September Lives Up to Long-Term Reputation September has the reputation as the worst performing month of…
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By Aoifinn Devitt, CFP® – Chief Investment Officer Just as the weather started to cool down, inflation has been picking up. The latest inflation figures released this week showed a small uptick in month-on-month inflation, largely attributable…
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Chris Kamykowski, CFA®, CFP® – Head of Investment Strategy and Research Tim Side, CFA® – Investment Strategist Click here to download the PDF Monthly Observations Historically Weak Month Proves Weak Volatility turned upward after a calm…
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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 – Jackson Wegner – CFP® Planning for the transfer of wealth and assets to future generations is a significant consideration for many individuals. While a will is a common estate planning tool, it may…
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Moneta Investment Team Click here to download the PDF Monthly Observations Second Half of 2023 Starts With a Bang There was no stopping the upward momentum that started in June as most risk markets moved…
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By Aoifinn Devitt, CFP® – Chief Investment Officer It was a blockbuster cinema weekend as “Barbenheimer” swept box offices, leading to the fourth biggest box office weekend in US history. However, as for much of the past…
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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 As the July 4 holiday nears, there are fireworks by night and smoke by day, at least in our neighborhood in the Midwest. The grayish haze triggers a search…
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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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A 529 plan can be an ideal option for families who want to save money to pay for their child’s future college education. All of the money contributed to these plans grows tax-deferred and qualified withdrawals are…
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I work with many people who want to begin planning for an inheritance – often millions of dollars – when a parent or loved one passes away. However, many are often unprepared for the potential…
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By Erin Hadary, CERTIFIED FINANCIAL PLANNER™ professional and CERTIFIED FINANCIAL TRANSITIONIST® I work with many people who inherit millions of dollars. Many of them find the windfall of money to be exciting and overwhelming, but…
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A slumping stock market, a slowing economy and a Federal Reserve that has signaled further increases in interest rates to combat inflation helps create a cause for retirees to make smart decisions in an effort…