Search results for: “Investing”
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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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T is for Tariffs
That pesky thing known as the Federal Reserve dashed some cold water on the Trump rally last week, as Fed…
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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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Spending & Borrowing to Austerity: The US Fiscal Policy Challenge
Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and ResearchTim Side, CFA – Investment Strategist “I fear no man.…
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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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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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An Assessment of Geopolitics and Changing World Order – Part 1
Tim Side, CFA® – Investment Strategist “Prediction is very difficult, especially if it’s about the future.” -Niels Bohr[1] The current environment is…
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Second Quarter Investment Report
Markets cruised through the halfway point of 2024 and as we take stock of the year-to-date numbers, we find ourselves…
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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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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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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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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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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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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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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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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…