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…
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…
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…
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…
By Aoifinn Devitt, CFP® – Chief Investment Officer We are into December and have already given “thanks” for the harvest. But this is the busiest time of year for that other kind of harvesting – of tax…
Quarterly Letter “Capitalism without failure is like religion without sin. It doesn’t work.” – Allan Meltzer, Historian for the Federal Reserve If market pundits had known that the first half of 2023 would contain a…
By Tim Nielsen, CFP® – Advisor In this short blog post, I am going to talk about why it is so important to remind yourself to remove that little voice over your shoulder. The one telling…
Aoifinn Devitt – Chief Investment Officer Markets have digested a volley of information in the past week. This ranged from a surprising – and still not fully resolved – Mid-term Election result, to better-than-expected inflation data,…
Chris Kamykowski CFA®, CFP® | Head of Investment Strategy & Research In a year where equities are down 20% and fixed income is providing limited downside protection, investors have certainly had much to contend with in…
Chris Kamykowski CFA®, CFP® | Head of Investment Strategy & Research Last week, despite the majestic and tranquil scenery of Jackson Hole, Wyoming, Fed Chairman Jerome Powell hoisted a dose of reality onto the markets…
By Ryan Martin & Lauren Hunt, Senior Advisors What is the right percentage of stocks, bonds, and other investments I should have in my investment portfolio? This is one of the most important questions each…
Aoifinn Devitt | Chief Investment Officer Chris Kamykowski CFA®, CFP® | Head of Investment Strategy & Research The second quarter was dominated by the Fed finally moving to interest rate “lift-off” and beyond, growing inflation…
Aoifinn Devitt, MBA | Chief Investment Officer Chris Kamykowski, CFA, CFP® | Head of Investment Strategy and Research After hesitating for months around whether inflation was transitory and to what extent, the US Federal Reserve…
Aoifinn Devitt, MBA | Chief Investment Officer Chris Kamykowski, CFA, CFP® | Head of Investment Strategy and Research After hesitating for months around whether inflation was transitory and to what extent, the US Federal Reserve…
By Ryan Martin & Lauren Hunt, Senior Advisors The stock market is off to a rocky start in 2022. After rewarding investors with strong growth during the past several years, the Standard & Poor’s 500…
Aoifinn Devitt | Chief Investment Officer As we write, markets are in the middle of a broad-based retreat, and this week started with the worst day in global markets since 2020. While technology and high…
Aoifinn Devitt | Chief Investment Officer Chris Kamykowski CFA®, CFP® | Head of Investment Strategy & Research David Wickenhauser CFA®, CFP®,MBA | Investment Strategist The first quarter was not the auspicious start to 2022 that…
Tim Side | Research Analyst Introduction Recent market events have created a significant amount of uncertainty in global markets. A year that began with concerns over tighter monetary policy amidst rampant inflation has now been…
Chris Kamykowski, CFA, CFP® | Head of Investment Strategy and Research Rich McDonald, MBA | Head of Fixed Income and Portfolio Management The first quarter of 2022 provided plenty of fodder for the markets to contend…
[et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” da_is_popup=”off” da_exit_intent=”off” da_has_close=”on” da_alt_close=”off” da_dark_close=”off” da_not_modal=”on” da_is_singular=”off” da_with_loader=”off” da_has_shadow=”on” da_disable_devices=”off|off|off”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”Text” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”] Chris Kamykowski, CFA,…
By Aoifinn Devitt | Chief Investment Officer Highlights The fourth quarter saw new highs in US equity markets as markets continued to display the stubborn resilience that has characterized much of the post-COVID rally. Volatility…
By Aoifinn Devitt | Chief Investment Officer Highlights The fourth quarter saw new highs in US equity markets as markets continued to display the stubborn resilience that has characterized much of the post-COVID rally. Volatility…
By Aoifinn Devitt | Chief Investment Officer Highlights The third quarter was dominated by talk of inflation as the September Consumer Price Index (CPI) showed a 5.4% increase from September 2020, representing a 13-year high(1).…
Last week we saw small investors flex their collective muscle, starting 2021 with its own set of unprecedented story lines. Last week’s moves in a select set of heavily shorted stocks caused a stir on…