Williams
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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…
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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…
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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…
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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…
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ST. LOUIS, MO – Oct. 1, 2025 – Moneta Group Investment Advisors, LLC (“Moneta”), one of the nation’s largest Registered Investment Advisors (RIAs), today announced the Williams team from Aveo Capital Partners has joined Moneta…
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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…
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August Observations Broadening the Rally U.S. equities rose in August, but leadership shifted from tech to smaller-cap and cyclical stocks. The Russell 2000 (+7.1%) led the way, while the S&P 500 (+2.0%) and Nasdaq Composite…
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Chris Kamykowski, CFA, CFP® The imagery could not have been more surreal…… U.S. President Donald Trump walking through ongoing renovations of the Federal Reserve headquarters in Washington D.C. with the current Fed Chairman, Jerome Powell.…
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July Observations Onward and Upward The global equity rallied continued through July, though in a reversal from the previous months, U.S. equities outperformed the rest of the world, aided by a strong U.S. dollar. Within…