Sadler Harmon Chalmers
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Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and ResearchTim Side, CFA – Investment Strategist Monthly Observations Dispersion of Returns Highlights First Month of Summer The haves and have-nots were obvious in June as…
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Aoifinn Devitt – Chief Global Market Strategist Illinois is currently in the middle of a 17-year cicada brood which is overlapping with the normal emergence of a regular brood. The last time this brood emerged…
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Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and ResearchTim Side, CFA – Investment Strategist Monthly Observations Markets Rebound Sharply Heading into Summer Markets rebuffed the adage of “sell in May and go away”,…
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Mark Webster, CFA – Senior Investment Research Analyst Artificial Intelligence (AI) is thriving these days to speed up analysis, sift through noisy information, create procedural efficiencies, and enable human workers to improve their productivity. Within…
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Aoifinn Devitt – Chief Global Market Strategist Have we now entered the antifragile era for markets? This concept, made popular by Nassim Taleb, loosely means something that benefits from chaos and volatility and is made…
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Monthly Observations Sharp Downdraft Upends Markets Markets were doused with a bit of seasonal April showers as an uptick in geopolitical drama, surprise to inflation trends, and a sharp change in interest rate expectations weighed…
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Tim Side, CFA – Investment StrategistChris Kamykowski, CFA, CFP® – Head of Investment Strategy and Research Early this year, January 11th to be exact, we received an email from our Fixed Income team following the…
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By Anna McDonald, Director of Family Learning When your child walks across the high school graduation stage, it’s a significant moment in a child’s life, your life as a parent, and the lives of those…
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Markets continue to be noisy this week – as they digest market jitters at the end of last week (when the SPX fell by the most in one week – 1.6%, since October, and lost…
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Following 2023’s sweeping comeback performance, 2024 wanted a piece of the action. It was a quarter of warm springs and chill winds from the Middle East and Russia/Ukraine. Japan continued to rise, while China continued…
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ST. LOUIS — March 6, 2024 — Moneta, a 100% partner-owned Registered Investment Adviser (RIA) firm, announces the addition of Amy Hiett and Mike Walsh as Partners. The team formerly known as Juniper Wealth Advisors…
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Making the change from receiving a paycheck to creating your own income stream can be stressful. Let’s walk through how we approach this transition.
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I often hear individuals, both young and old, reference how they don’t need to worry about estate planning or who they’ve selected as beneficiaries because they’ve executed a Will. Let’s set the record straight. A…
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James Chalmers – Senior Advisor Some people are planners; others are procrastinators. Some are one-thing-at-a-timers, and some are a combination, depending on the topic. Retirement, though, is an area for which planning is not just…
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Want to take the guesswork and the stress of timing the market off your plate? History and statistics tell us that timing equity markets is not generally a successful long-term portfolio strategy. At Moneta, we…
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Research shows that the cost of education has risen 3-fold over the last 20 years. Here’s a chart from U.S. News & World Report that illustrates the average tuition growth across universities from 2002 through…
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After an extended period of very low inflation, 2021 welcomed: The broad distribution of the COVID vaccine Additional stimulus A booming economy Supply chain issues A tight job market, and The first signs of above-average…
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Executive compensation can be paid in multiple ways, including the use of company stock through a Restricted Stock plan. Restricted stock is an award of stock with some sort of restriction. The most…
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How can you stay calm when the market is crashing? This is a question that I was asked last March when the markets first declined in their reaction to the global pandemic. Two emotions…
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So, my taxes are going up. What action should I take? This fall, many high-income taxpayers ask this very question. During the election, the topic of higher income tax rates circulated throughout the news media.…
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As one does in a new year, we reflect on the prior year. What we liked, what we disliked, what we are set out to change to make the next 12 months better. With the…
