Search results for: “Investing”
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Shut-down Fears Heat Up
By Aoifinn Devitt, CFP® – Chief Investment Officer The end of Q3 is upon us and September has proven to be a…
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Is a Recession Inevitable?
by Chris Kamykowski, CFA®, CFP® – Head of Investment Strategy and Research “That is the sound of inevitability.” With all…
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Artificial Intelligence: Party Like It’s 1995?
Tim Side, CFA, Research Analyst Executive Summary Since 2005, the U.S. has seen productivity growth persistently below long-term historical averages.…
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Does the “Buck” Stop Here? Current Concerns with U.S. Dollar Dominance
Chris Kamykowski, CFA, CFP®, Head of Investment Strategy and Research “That will be 20 bucks.” Ever wondered why people say…
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Why, When it Comes to Volatility, Enough is Enough
Aoifinn Devitt – Chief Investment Officer As Mid-term election debates are dissected and chatter intensifies, now at T- 21 to Election…
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Shelter from the Storm
Aoifinn Devitt | Chief Investment Officer As Hurricane Ian prepared to batter the Western Coast of Florida earlier this week,…
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4 Reasons to Hire a Fee-Only Financial Planner
Your financial adviser can help you plan for the future, save for retirement, and ensure upcoming generations are set up…
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Moneta CIO Aoifinn Devitt tells US News she expects inflation to be elevated in 2022
US News turned to Moneta CIO Aoifinn Devitt for expert commentary in its story about the Fed shifting gears by…
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Moneta in the News: October 2021
Our team has been busy this month spreading their financial knowledge! Below, we have recapped all the great insight they…
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Morgan Housel: Psychology of Money
Investing is not the study of finance – it’s the study of human behavior. That’s how award-winning columnist Morgan Housel…
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$27 Billion RIA Self-Funds Trust Company To Further Fortify Its Independence
Moneta responds to demand for trust capabilities to enhance intergenerational wealth transfer ST. LOUIS — May 11, 2021 — In…
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REFLECTING ON 2020: BE CAREFUL WHAT YOU’RE FEARFUL OF
By Luke Ferraro, Director of Investment Research Many factors influence market returns: the economy, interest rates, business decisions, technology, worker…
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HOW RESTRICTED STOCK PLANS FIT INTO A FINANCIAL PLAN
By Lauren Hunt, Moneta Advisor Restricted stock plans involve the transfer of corporate stock to compensate executives, but it contains…
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Investment Report: 2020–The Best of Times and the Worst of Times, so Far…
We are only halfway through 2020 and already it has been one of the most unique investing years in memory.…
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The Coronavirus, The Market and Taxes
Historic and unprecedented market volatility in recent weeks has concerned investors wondering what to do now. In an interview…
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Addressing FAQs about stock market volatility and the coronavirus
As we write this, stocks are in the midst of the worst week since the dark days of October 2008…
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Geopolitics Update: Monitoring the Recent Escalation in the Middle East
Last week, Israel launched a direct attack on Iran, targeting key military assets including senior leadership, defense systems, and nuclear…
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Investment Report: The Markets Wobble – Will They Break?
By Bill Hornbarger, Chief Investment Officer at Moneta Sentiment is such an important thing for the financial markets. On February 19,…
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Investment Report: A few thoughts on capital market forecasts
By Bill Hornbarger, Chief Investment Officer at Moneta This is the time of year that many investment firms start the process…