inflation
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Nvidia delivers a massive AI-driven forecast, lifting markets and fueling bets the AI boom still has legs. Bond markets on edge ahead of Kevin Warsh’s Jackson Hole debut. Plus, Okta CEO Todd McKinnon weighs in…
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LiveNOW from FOX’s Ryan Schmelz sits down with Cynthia Kirkpatrick, Moneta, to discuss ways in which women can invest wisely and maximize their wealth.
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Nvidia delivers a massive AI-driven forecast, lifting markets and fueling bets the AI boom still has legs. Bond markets on edge ahead of Kevin Warsh’s Jackson Hole debut. Plus, Okta CEO Todd McKinnon weighs in…
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In recent years, one of the most exciting and forward-looking developments in sustainable finance has been the rise of nature-based investing—an approach that recognizes the natural world not only as something to preserve, but as…
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Compardo, Wienstroer & Janes at Moneta The Dow hitting 50,000 is a headline. How your portfolio supports your next chapter is the real story. The Dow Jones Industrial Average topped 50,000 for the first time…
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If you live, invest, or have financial ties across borders, you’ll likely encounter foreign currencies. These currencies can rise or fall in value compared to the U.S. dollar, and those fluctuations can have a real…
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If you’re a U.S. citizen living or investing abroad, it’s important to understand the rules around reporting your foreign assets. One of the most impactful regulations is FATCA—the Foreign Account Tax Compliance Act.
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Artificial intelligence is changing the way we live and work—from streamlining everyday tasks to transforming industries. In the world of financial advice, AI brings powerful tools that can enhance how we manage and protect your…
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Following US strikes on key Iranian nuclear sites, Iran’s parliament has called for the closure of the strait, according to state-run TV. Such a move, however, could not proceed without the approval of Supreme Leader…
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From Reuters – “Tesla lost about $150 billion in market value on Thursday after CEO Elon Musk and President Trump traded insults on social media, but those shares recovered in the premarket on reports they…
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In the wake of a pivotal election, Moneta brought together a group of financial industry experts to share their perspectives on the challenges and opportunities shaping the post-election financial landscape. More than 125 guests gathered…
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As we digest the moment that a nation has been waiting for – there is one feeling that is universal – certainty. After many cycles of disputed elections, a decisive result brings closure, and US…
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Election years are notoriously turbulent, not only in the political arena but also across financial landscapes. The potential for a shift in leadership brings an air of uncertainty that permeates the economy, affecting everything from…
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By Aoifinn Devitt, CFP® – Chief Investment Officer As the holidays approach, there is a miracle in the air. But not the usual festive kind. Consumers were already starting to expect lower inflation – and Tuesday’s CPI…
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By Aoifinn Devitt, CFP® – Chief Investment Officer October turned out to be a little spooky after all. The month launched somewhat unsteadily, reeling from a “September effect” which did exactly what it said on the tin…
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By Aoifinn Devitt, CFP® – Chief Investment Officer The quarter started with a bang but ended with a whimper, as a surging stock market in July was cut short by a more subdued month of August and…
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Tim Side, CFA® – Investment Strategist Rick Bettger – Investment Research Analyst Click here to download the PDF Monthly Observations September Lives Up to Long-Term Reputation September has the reputation as the worst performing month of…
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By Aoifinn Devitt, CFP® – Chief Investment Officer The end of Q3 is upon us and September has proven to be a month of transition. We have transitioned into a little more edginess in markets, as inflation…
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By Aoifinn Devitt, CFP® – Chief Investment Officer Just as the weather started to cool down, inflation has been picking up. The latest inflation figures released this week showed a small uptick in month-on-month inflation, largely attributable…
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By Aoifinn Devitt, CFP® – Chief Investment Officer Summer’s lease hath all too short a date. Sonnet 18, William Shakespeare As we near the end of official summer, the economy continues to hum along like a lazy…
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By Aoifinn Devitt, CFP® – Chief Investment Officer It must be mid-August because the Halloween candy and costumes have hit the store aisles. Like corporations and their earnings stores have become adept at telegraphing activity like holidays…
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By Aoifinn Devitt, CFP® – Chief Investment Officer It was a blockbuster cinema weekend as “Barbenheimer” swept box offices, leading to the fourth biggest box office weekend in US history. However, as for much of the past…
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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…
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By Aoifinn Devitt, CFP® – Chief Investment Officer As the July 4 holiday nears, there are fireworks by night and smoke by day, at least in our neighborhood in the Midwest. The grayish haze triggers a search…