Ring Winegrad Hunady & Sallaberry
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August Observations Markets Recover from a Summer Lull After two weaker months, US equity markets were in a risk-on mood during August despite challenges around inflation outlook, fiscal & government debt concerns, and ongoing geopolitical…
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Chris Kamykowski, CFA, CFP® – Managing Director of Strategy and Research Sam Hill – Director of Fixed Income When we wrote our piece “Spending & Borrowing to Austerity: The US Fiscal Policy Challenge” in 2024,…
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If you’ve ever frozen up completing your 401(k)-enrollment wondering whether to choose “traditional” or “Roth,” you’re not alone. This trips up a lot of people, but it’s simpler than it looks. It All Comes Down to Timing The choice between a traditional and Roth 401(k)…
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July Observations Markets Catch a Summer Downdraft Markets faced pressure in July after a recent run of strength, with a sharp divergence across asset classes driven by resurging energy prices, a fractured Fed, and AI-related…
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Moneta recently hosted a macroeconomic and markets discussion with Tiffany Wilding, managing director and economist at PIMCO, where she leads PIMCO’s Cyclical Forum, crafts the firm’s outlook for the global economy, and analyzes key macro…
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Your Car Breaks Down. Your Fridge Dies. Are You Ready? Life doesn’t ask permission. A blown car engine, a dead refrigerator, a lost shift at work — any one of these can turn into months of debt…
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Executive Summary The second quarter of 2026 closed with a very different narrative than the one that opened it. Three months ago, the U.S. and Iran were in active conflict, the Strait of Hormuz was…
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Why “Catching Up” With Aggressive Investing Can Backfire If you started saving for retirement later than you planned, you’re not alone — and you’ve probably heard it suggested to “be aggressive” in your investment profile to make up for lost time. A stock-heavy portfolio grows faster,…
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June Observations Markets Mixed on Inflation Fears and Rate Hike Pricing June proved to be a more challenging month for risk assets, as the AI-driven optimism that powered markets through May collided with a sharp…
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What is Compound Interest? At its core, compound interest is the process of earning returns on both your original investment and the returns that investment has already generated. Instead of taking those earnings out, they’re…
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May Observations Markets Climb on AI Momentum and Iran Optimism May was another constructive month for risk assets, and while the path was far from smooth, markets ultimately powered higher on ceasefire optimism and a…
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In this short video, Jake Winegrad from Moneta walks you through what’s been happening in the markets, what it means for everyday 401(k) investors like you, and four simple steps to make sure you’re set…
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By Tim Side, CFA – Director of Investment Strategy For many years, we’ve advised clients that while geopolitical events often cause short-term dislocations, they rarely have a lasting impact on markets and staying disciplined remains…
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In this month’s Smart Steps with Moneta video, Partner Kara Harmon addresses a common question we hear from clients this time of year: “Is there a smarter way to save for my child’s or grandchild’s…
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April Observations Markets Avoid April “Showers” Despite the ongoing conflict in the Middle East, markets rebounded from a weak March, with the S&P 500 posting its best month since November 2020. Powered by a wave…
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In this Smart Steps with Moneta video, Senior Retirement Plan Advisor Mona Gooden talks through nine steps to consider when facing credit card debt. © 2026 Advisory services offered by Moneta Group Investment Advisors, LLC,…
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Moneta recently hosted a macroeconomic and markets discussion with Jason Thomas, Head of Global Research & Investment Strategy at Carlyle, where he helps formulate firmwide investment strategies and serves as the Chief Investment Officer for…
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Executive Summary The first quarter of 2026 was defined by a sharp shift in narrative. What began the year with optimism around steady growth, supportive fiscal dynamics, and expected Federal Reserve rate cuts quickly gave…
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This is a thought we often hear from clients. Is this a method you should pursue? Listen as Senior Retirement Advisor, Mona Gooden, walks us through this common financial myth in this episode of Smart…
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March Observations Geopolitics Trigger Sharp Global Selloff Global markets declined significantly in March amid the escalating conflict with Iran. U.S. equities fell broadly, with the S&P 500 and Russell 2000 indices both down 5.0%, while…
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In this Smart Steps with Moneta video, Senior Retirement Advisor Mona Gooden highlights the importance of checking your credit report on a yearly basis. © 2026 Advisory services offered by Moneta Group Investment Advisors, LLC,…
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February Observations Volatility Continues on AI Disruption and Geopolitics U.S. equities were mixed in February, with the S&P 500 falling 0.8% as concerns over AI disruption, tariffs, and escalating Middle East tensions weighed on sentiment.…
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Not all debt is created equal. Some can help you build wealth, while others can drain your finances. Understanding the difference is key to smart money management. © 2026 Advisory services offered by Moneta Group…
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Many awoke to news last Saturday morning of the U.S. and Israel jointly launching airstrikes against Iran’s military capabilities and leadership structure. The buildup to what has been deemed, “Operation Epic Fury”, has been ongoing…