Team Feed
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Chris Kamykowski CFA®, CFP® | Head of Investment Strategy & Research Last week, despite the majestic and tranquil scenery of Jackson Hole, Wyoming, Fed Chairman Jerome Powell hoisted a dose of reality onto the markets…
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Enjoy the Financial Benefits of Your Philanthropic Efforts Charitable giving tax advantages are probably not the first thing on your mind when you decide to make a philanthropic gift. After all, deciding to give to…
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Here’s How to Give Your Financial Education a Boost They don’t often teach how to create a retirement savings plan in school, but it’s time to put your thinking cap on and ask yourself a…
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What it Means for Climate Change, Health Care, and Taxes President Biden signed the Inflation Reduction Act into law on Tuesday, August 16, marking a major legislative victory for Democrats. No Republican lawmakers voted for…
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By Ryan Martin & Lauren Hunt, Senior Advisors What is the right percentage of stocks, bonds, and other investments I should have in my investment portfolio? This is one of the most important questions each…
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Aoifinn Devitt | Chief Investment Officer Chris Kamykowski CFA®, CFP® | Head of Investment Strategy & Research The second quarter was dominated by the Fed finally moving to interest rate “lift-off” and beyond, growing inflation…
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Aoifinn Devitt | Chief Investment OfficerChris Kamykowski CFA®, CFP® | Head of Investment Strategy & Research The second quarter was dominated by the Fed finally moving to interest rate “lift-off” and beyond, growing inflation fears, and a…
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Aoifinn Devitt, MBA | Chief Investment Officer Chris Kamykowski, CFA, CFP® | Head of Investment Strategy and Research After hesitating for months around whether inflation was transitory and to what extent, the US Federal Reserve…
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Ahead of National Women’s Equality Day on August 26th, this article shares key data points highlighting why women must take a different approach to their financial strategy than men. Women continue to earn less Despite…
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How to Help a New College Student Prepare for Success The first semester of college is an exciting time, and the perfect moment to pass along financial tips for your new college student. Oftentimes, it’s…
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This article, written by Franklin Distributors, LLC, provides great insight on how to approach today’s investment environment. 1. Watching from the sidelines may cost you When markets become volatile, a lot of people try to…
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Five Steps to Declare Your Financial Independence Are you ready to revolutionize your fiscal plan and attain financial freedom? In 2019, an AARP study found that 53% of adult households in the United States did…
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Curb Your Spending This Season with These Helpful Tips Did you know that the summer season can affect your spending habits? Feeling the sun on your skin, the sand between your toes, and looking up…
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Aoifinn Devitt | Chief Investment Officer Chris Kamykowski, CFA, CFP® | Head of Investment Strategy and Research As the Russia/Ukraine situation took a tragic turn overnight, governments are jostling to respond to the most blatant act…
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Now is The Time to Strengthen Your Finances and Finalize Your Retirement Plans While it’s true that it’s better to begin saving earlier rather than later, it’s not too late to start building wealth in…
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Focus on Your Retirement Strategy Scorecard So You Can Relax Wouldn’t you love to live like it’s summer vacation forever? With a strong financial retirement strategy, you can. How? When it comes to finances, looking…
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Clarity is Key if You Want to Reach Your Personal Financial Benchmarks When it comes to your money goals, it’s important to focus attention on your short-term and long-term financial goals. Gaining clarity on which…
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What a change we have seen in the housing market in just the last two months. Mostly due to the 2022 usual suspects: historically high inflation and rising interest rates. In the first quarter, while…
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David Wickenhauser | Investments Strategist As the S&P 500 inches closer to bear market territory, our Investments Strategist David Wickenhauser takes this Moneta Moment to discuss how investors can keep their emotions in check when…
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By Ryan Martin & Lauren Hunt, Senior Advisors The stock market is off to a rocky start in 2022. After rewarding investors with strong growth during the past several years, the Standard & Poor’s 500…
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Aoifinn Devitt | Chief Investment Officer Inflation levels have steadily risen to 40-year highs and Moneta Chief Investment Officer, Aoifinn Devitt, is here to discuss what that means for you and your portfolio. Inflation is now…
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Aoifinn Devitt | Chief Investment Officer As we write, markets are in the middle of a broad-based retreat, and this week started with the worst day in global markets since 2020. While technology and high…
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Matt Schaller MBA, CFA®, CFP® | Advisor During the past few weeks, several clients have asked the question, “Why are my bond investments losing money?” They were surprised to see the results of their bond portfolio…
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Aoifinn Devitt | Chief Investment Officer The war between Russia and Ukraine, historic inflation, rising interest rates and concerns about the economy’s resilience have all contributed to the volatile start in 2022 for equity markets. While…