stocks
-
By Ryan Martin and Lauren Hunt, Senior Advisors Investors know the drop in stock prices for many companies and funds in 2022 has hurt their portfolios. Even historically stellar investments have tumbled this year. For…
-
Want to take the guesswork and the stress of timing the market off your plate? History and statistics tell us that timing equity markets is not generally a successful long-term portfolio strategy. At Moneta, we…
-
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…
-
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…
-
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…
-
Executive compensation can be paid in multiple ways, including the use of company stock through a Restricted Stock plan. Restricted stock is an award of stock with some sort of restriction. The most…
-
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…
-
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…
-
By Luke Ferraro, Director of Investment Research Many factors influence market returns: the economy, interest rates, business decisions, technology, worker productivity, sentiment and population growth – just to name a few. It is unfathomable to…
-
With the passage of the federal government’s latest stimulus package for the U.S. economy, we see signs that market stabilization may be on the horizon. To date, the federal government’s stimuli, both monetary and fiscal,…
-
The market indicates that we are at the start of a recession. We cannot predict how long it will last or how deep it will go, but historical data gives us some insight into market…
-
The market indicates that we are at the start of a recession. We cannot predict how long it will last or how deep it will go, but historical data gives us some insight into market…
-
The market indicates that we are at the start of a recession. We cannot predict how long it will last or how deep it will go, but historical data gives us some insight into market…
-
The market indicates that we are at the start of a recession. We cannot predict how long it will last or how deep it will go, but historical data gives us some insight into market…
-
The market indicates that we are at the start of a recession. We cannot predict how long it will last or how deep it will go, but historical data gives us some insight into market…
-
With social distancing now our current norm, we wanted to assure you that your Moneta team, backed by our internal investment department and our external research partner, are all watching over your portfolio. We are…
-
By Bill Hornbarger, Chief Investment Officer at Moneta (@MonetaCIO) As we write this, the equity market is firmly in bear territory with the S&P 500 down 30% from its recent record close; volatility has spiked to…
-
The volatility we are currently seeing in the market is historic and unprecedented. The speed at which this decline happened is one of the fastest on record. “Violent” is the word Moneta CIO Bill…
-
Historic and unprecedented market volatility in recent weeks has concerned investors wondering what to do now. In an interview aired on a local CBS station, Moneta’s Chief Investment Officer Bill Hornbarger reminded people to…
-
“Tactics without strategy is the noise before defeat” — Sun Tzu The dictionary defines strategy as “a plan of action or policy designed to achieve a major or overall aim.” The term strategy is often…
-
As we write this, stocks are in the midst of the worst week since the dark days of October 2008 when the Dow Jones Industrial Average, S&P 500 and NASDAQ fell 18%, 18% and 15%…