Staff
-
Monthly Observations Market “Liberates” Itself from Sharp Early Drawdown Investors faced enormous volatility early in the month as President’s Trump’s “Liberation Day” on April 2nd, throttled even the most skilled market pundits given the unexpected…
-
Tim Side, CFA – Investment StrategistChris Kamykowski, CFA, CFP® – Head of Investment Strategy and Research It is a sort of cruel irony that as we approach the 100-day marker since President Trump’s inauguration and…
-
Introduction When “decades happen in weeks”, even the past quarter’s events can seem like old news already. While this is a first quarter update, the seismic shock from President Trump’s tariff announcements on “Liberation Day”…
-
MONTHLY OBSERVATIONS Diversification Benefits Shine During Another Tough Month for US Equities Policy uncertainty and recession risks were the key themes in March as investors looked ahead to “Liberation Day” on April 2nd. US stocks…
-
“Go Big or Go Home” The Fed decided to go big this month by cutting rates by 50 basis points – fulfilling the expectations of the betting market but defying those of most pundits who…
-
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…
-
By Kelly Moore, Vice President of Estate Planning and Trust Services Being named as Personal Representative can often appear overwhelming, particularly if you are still in the grieving process, and it is best to understand…
-
Tim Side, CFA® – Investment Strategist “From thirty years as a practicing historian, I have come to the conclusion that there is but one, singular, lesson of history. It is this — there are no permanent winners…
-
Moneta Investment Team Click here to download the PDF Monthly Observations Second Half of 2023 Starts With a Bang There was no stopping the upward momentum that started in June as most risk markets moved…
-
By Aoifinn Devitt, CFP® – Chief Investment Officer Download the PDF If the first quarter of the year was a somewhat wild one in terms of market volatility and sentiment swings, the second one ended with an…
-
Moneta Investment Team Click here to download the PDF Monthly Observations Strong Month Wraps Up the Quarter Risk markets surged in June, putting banking concerns, recession fears and the debt-ceiling debate behind them. The US…
-
Aoifinn Devitt – Chief Investment Officer Although only early April, violent Spring storms have already worked their way across much of the Midwest, disrupting flights and wreaking havoc in small communities. In a similar fashion, the…
-
Aoifinn Devitt – Chief Investment Officer We are often told to listen to the bond market as the “truthsayer” when it comes to the actual state of the US economy and its outlook. This refrain is…
-
Chris Kamykowski, CFA, CFP®, Head of Investment Strategy and Research “That will be 20 bucks.” Ever wondered why people say “20 bucks” in reference to a transaction today? At one point, the “buck” served as…
-
Moneta’s Board of Managers unanimously approved Tasha Borglum, Steven Diederich, and Zach Han, to be promoted in the firm as Partners. “I am proud to congratulate and welcome Tasha Borglum, Steven Diederich and Zac Han…
-
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…
-
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…