Sadler Harmon Chalmers
-
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…
-
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…
-
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…
-
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…
-
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…
-
By Anna McDonald, Director of Family Learning Family vacation homes have an emotional connection unlike any other asset. They often symbolize family legacy and continuity. A house by the ocean, near a lake or a…
-
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.…
-
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…
-
Historically, emerging markets have typically made the headlines for political upheaval, war or economic struggles. However, 2025’s 33.5% return for the MSCI Emerging Markets (net return) index1 has brought emerging market equities into the collective…
-
January Observations Volatile Start to 2026 as Geopolitics Dominated Headlines U.S. equity markets posted modest gains in January, with the S&P 500 returning 1.5% despite significant mid-month volatility. Tariff threats on European countries over Greenland…
-
by Tim Side, CFA – Director of Investment Strategy A cruel taste of life in Greenland swept across much of the U.S. over the weekend as snowstorms and frigid temperatures caused several deaths, grounded flights,…
-
Executive Summary 2025 served as another reminder of markets’ ability to climb the so-called “Wall of Worry”. The year carried its fair share of headline risks: a reordering of global defense philosophies, tariff disruptions, a…
-
December Observations Subdued Month Brings the End to a Solid Year U.S. equity markets closed a robust year in a more subdued fashion, with the S&P 500 essentially flat for the month. To be sure,…
-
by John Costello, Investment Risk Analyst *Readers unfamiliar with options terminology may wish to consult the Appendix, which provides plain-English definitions of the derivative concepts referenced throughout. INTRODUCTION The democratization of investments continues to make…
-
As the year comes to a close, we wanted to take a moment to wish you and your family a very happy holiday season. It’s a privilege to serve you and the people who matter…
-
We’re thrilled to reach out to you to announce a few recent promotions! These promotions reflect our commitment to professional growth and underscore the remarkable talent within our Team. Join us in celebrating these milestones, which…
-
We’re proud to share that Financial Planning ranked Moneta No. 1 in its 2025 RIA Leaders list, giving Moneta the top spot among the largest fee-only registered investment adviser (RIA) firms in the United States. According to the report, Moneta leads the industry…
-
November Observations AI Theme Comes Under Pressure Markets were mixed in November with the AI theme losing some luster as investor fatigue was led by concerns over rising debt to finance AI spending, elevated valuations,…
-
October Observations Still Climbing Global equities extended their rally in October, with the MSCI ACWI up 2.2% as developed and emerging markets advanced. Korea led all markets with a 19.9% surge, powered by semiconductors and…
-
by Deb Dubin, Chief Philanthropy Officer This week, 42 million Americans lost access to vital federal food assistance to feed their families. The Supplemental Food Assistance Program, or SNAP, is a critical safety net that has…
-
Tim Side, CFA “Irrational exuberance, as famously diagnosed by Robert Shiller ahead of the dot-com bust, is not the same as stupidity.” -John Authers Few financial metaphors come close to the use of the word…
-
Executive Summary The third quarter of 2025 extended the year’s remarkable market resilience amidst a continuing whirl of policy developments, political tension, and global uncertainty. Beneath the noise, U.S. growth remained exceptional. GDP expanded at…
-
September Observations The Rally Continues Markets were broadly positive in September as U.S. stocks defied the “September Effect,” with the S&P 500 up 3.7% and the Russell 2000 gaining 3.1%. Gains were led by large-cap…
-
Tim Side, CFA It is found that smaller firms have had higher risk adjusted returns, on average, than larger firms. This ‘size effect’ has been in existence for at least forty years and is evidence…