Lane Hipple
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Moneta Investment Team After a bruising 2022, the start to 2023 unfolded with considerable uncertainty. Following the double blow that falling bond and equity valuations wrought on portfolios, it was inevitable that investors would spend…
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Aoifinn Devitt – Chief Investment Officer As earnings season moves into high gear, the mixed bag of results seems to be leaving markets in a state of some confusion. While earnings have been mixed even within…
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Three local financial experts share their advice. Written by Gene Marks Even as commercial lending rates have more than doubled in the last year, interest rates earned on checking, money market and savings accounts remain…
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The Conference Board was founded in 1916 by a group of CEOs “concerned about the impact of workplace issues on business, and with a desire for greater cooperation and knowledge sharing among businesses.” Every month,…
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How to Get Strategic About Tackling Your Medical School Costs Medical school can certainly be viewed as an investment – but it’s a costly one. Statistics show that the average student loan debt for college students is…
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Chris Kamykowski, CFA®, CFP® (Head of Investment Strategy and Research) Rich McDonald, MBA (Head of Portfolio Management and Fixed Income) Per the announcement yesterday (1/19), the US Treasury Department is beginning the use of “extraordinary…
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GETTING OUT OF THE MARKET BECAUSE OF TAXES? Are you thinking about bailing out of stocks because you are worried that the capital gains tax structure might change? Before you hit the sell button, think…
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Aoifinn Devitt – Chief Investment Officer It is common to start a new year with a sense of hope and anticipation. This year, however, the scars of a bruising equity and bond market are still felt.…
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The National Federation of Independent Business was founded in 1943 and is the largest small business association in the U.S. The NFIB collects data from small and independent businesses and publishes their Small Business Economic Trends…
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Mortgage Applications Drop as Mortgage Rates Increase On Wednesday, the Mortgage Bankers Association announced that mortgage applications decreased 13.2% from two weeks earlier (and include adjustments to account for the holidays). The Market Composite Index,…
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Choosing to Leave an Inheritance Can Impact Many Other Financial Planning Decisions If you have worked hard and planned properly, you may be well situated to leave an inheritance to your children. It can feel…
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From left: Heather Hackl (SVE Principal), Melissa Rush (Lane Hipple Director of Client Services), and Maureen Ioannucci (SVE School Counselor) As we do each year, Lane Hipple sought out a giving opportunity that would help…
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Tim Side CFA | Research Analyst Introduction In April 2022, we put out a piece titled “Revisiting the Emerging Markets Allocation.”[1] In this writeup, we addressed a litany of questions surrounding Moneta’s investment in emerging…
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Aoifinn Devitt – Chief Investment Officer Markets received today’s CPI numbers with delight and some relief. The news that US consumer price inflation had risen only 7.1% annually, and only 0.1% month-on-month provided clear evidence of…
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Aoifinn Devitt – Chief Investment Officer As the year hurtles to a close, it is turning out not to be a season of “Out of the Office” emails and Silent Nights. We continue to face a…
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As volatility declined, all 11 S&P 500 sectors advanced for the month Over every single time period, sector performance will be driven largely by factors one would expect, such as the overall state of the…
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Regardless of your business, at some point, in order for the business to successfully continue, the owners must decide who will take over future ownership of the business in the event of the retirement, disability,…
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Make the Most of These December Money Moves Everyone goes into the year with the best of plans, but December money moves can help you take your wealth management strategy to a new level in…
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Women Face Many Challenges in Retirement and Planning Ahead is Key to Achieve Financial Security As healthcare costs continue to skyrocket, it’s becoming more and more important for American workers to develop a plan for…
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Home-Price-Gains Continue to Decline Across the United States On Tuesday, S&P Dow Jones Indices released the latest results for the S&P CoreLogic Case-Shiller Indices, the leading measure of U.S. home prices. Data released today for…
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Aoifinn Devitt – Chief Investment Officer Markets eased back from the Thanksgiving holiday with a bout of mild indigestion, and were generally mixed in the early part of this week. Data varied from disappointing PMI data…
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Aoifinn Devitt – Chief Investment Officer As the 22nd FIFA World Cup kicked off in Qatar, it is not just the seasons that seemed upside down. Some early upsets in the first round of games, such…
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Aoifinn Devitt – Chief Investment Officer Typically, real estate is considered an inflation resilient component of a portfolio, but how resilient has real estate been this year? Chief Investment Officer Aoifinn Devitt looks at how the…
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Aoifinn Devitt – Chief Investment Officer Markets have digested a volley of information in the past week. This ranged from a surprising – and still not fully resolved – Mid-term Election result, to better-than-expected inflation data,…