Lane Hipple
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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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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,…
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Aoifinn Devitt – Chief Investment Officer As the mid-term elections approached the usual partisan chatter focused on issues surrounding the economy – namely inflation, government spending, interest rates, and house prices, and there was not…
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The third quarter was dominated by continued market volatility as the Fed maintained a tough and determined stance regarding inflation.
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Employee stock options can be a valuable way to take advantage of your company’s growth and enhance your financial security. However, it’s important to understand the fine print. Each opportunity comes with its own set…
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Studying the history of stock market returns relative to midterm elections will give you a sense of how impactful they are to your own portfolio’s potential gain or loss. This article was written by Dimensional…
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Aoifinn Devitt – Chief Investment Officer As we write today, more earnings numbers are rolling in and, as so often this year, the word on the street from “Main Street” is somewhat incoherent. While some consumer…
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Aoifinn Devitt – Chief Investment Officer As Mid-term election debates are dissected and chatter intensifies, now at T- 21 to Election Day as we go to print, the results still evince some uncertainty. This, together with…
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Chris Kamykowski CFA®, CFP® | Head of Investment Strategy & Research In a year where equities are down 20% and fixed income is providing limited downside protection, investors have certainly had much to contend with in…
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The Cost of Living Adjustment, or COLA, from the Social Security Administration (SSA) is announced every fall and has major implications for the 66 million people who receive benefit checks. With inflation surging, retirees need…
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Aoifinn Devitt – Chief Investment Officer As we await the start of the third quarter earnings season, it is clear that there is likely to be considerable dispersion among sectors. Energy stocks are expected to…
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Consider preparing for the upcoming tax season by taking advantage of a few important end-of-year tax strategies. Original article from www.usbank.com HERE We’re now in the final quarter of the year, so why not start…
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Aoifinn Devitt | Chief Investment Officer As Hurricane Ian prepared to batter the Western Coast of Florida earlier this week, there was dramatic footage of the tide receding in certain areas as the hurricane “scooped”…