Insights & News
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Moneta experts continually contribute to the conversation around wealth management strategies, planning and education. Check back often for new content.
The latest
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In Her Own Words: The Greatest Gift You Can Give A Surviving Spouse
Cynthia Kirkpatrick, Senior Advisor, CPA, CFP® – Compardo, Wienstroer & Janes at Moneta As a financial advisor, I have worked…
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Monthly Recap – August 2026
August Observations Markets Recover from a Summer Lull After two weaker months, US equity markets were in a risk-on mood…
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The Bond Market Speaks: Unraveling the Recent Increase in Interest Rates
Chris Kamykowski, CFA, CFP® – Managing Director of Strategy and Research Sam Hill – Director of Fixed Income When we…
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Watch: FOX – LiveNOW | Cynthia Kirkpatrick
LiveNOW from FOX’s Ryan Schmelz sits down with Cynthia Kirkpatrick, Moneta, to discuss ways in which women can invest wisely…
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Watch: Bloomberg – Open Interest and Surveillance | Aoifinn Devitt, MBA, CFP®
Nvidia delivers a massive AI-driven forecast, lifting markets and fueling bets the AI boom still has legs. Bond markets on…
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Currency Architecture: Aligning Global Wealth with Real-World Spending
Compardo, Wienstroer & Janes at Moneta When our lives take on a global dimension, they often become more complex. Building…
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Monthly Recap – July 2026
July Observations Markets Catch a Summer Downdraft Markets faced pressure in July after a recent run of strength, with a…
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Macroeconomic and Market Chat with PIMCO’s Tiffany Wilding
Moneta recently hosted a macroeconomic and markets discussion with Tiffany Wilding, managing director and economist at PIMCO, where she leads…
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You Have a Million-Dollar 401(k), Life Insurance and Social Security on Deck. Now What?
Compardo, Wienstroer & Janes at Moneta You have done everything right. Decades of disciplined saving. A 401(k) that is north…
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Why Most UHNW Families Have the Right Trusts and the Wrong Mix
By Benjamin Trujillo and Elizabeth Sheehan For most ultra-high net worth (UHNW) families, the question isn’t whether or not to have trusts, but if the ones they have are actually working together. Because…
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The Double-Edged Sword of AI: How to Use It Wisely Without Putting Yourself and Your Financial Future at Risk
Compardo, Wienstroer & Janes at Moneta Artificial intelligence(AI) has quietly become one of the most transformative tools of our time.…
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How The Right Team Improves Client Outcomes
Compardo, Wienstroer & Janes at Moneta Why the Right Financial Team Is Critical Choosing a financial advisor is often framed…
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A New Chapter in Global Wealth Management
Compardo, Wienstroer & Janes | Moneta Your life doesn’t stop at a border. Your financial advice shouldn’t either. Whether you’ve…
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The Hardest Part of Wealth Isn’t Building It
A Guide for Multigenerational Families Compardo, Wienstroer & Janes at Moneta – Matt Herman, Senior Advisor, CPA You spend a…
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Second Quarter Investment Report – 2026
Executive Summary The second quarter of 2026 closed with a very different narrative than the one that opened it. Three…
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Quarterly Newsletter: Q2, 2026
Compardo, Wienstroer & Janes | Moneta Moneta | Compardo, Wienstroer & Janes — Q3 2026 Newsletter MONETA Compardo, Wienstroer &…
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The Pressure Nobody Warns You About After a Liquidity Event
Compardo, Wienstroer & Janes | Moneta The goal was always simple. Build something. Grow it. Protect it. The work had…
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Monthly Recap – June 2026
June Observations Markets Mixed on Inflation Fears and Rate Hike Pricing June proved to be a more challenging month for…
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What U.S. Tax Law Actually Means for Foreign Investors
For non-U.S. investors, the American market presents genuine opportunity – deep capital markets, asset class diversity, and a legal framework…
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Rowing in the Same Direction: What the World Cup and Norway’s Rowing Trend Teach Us About High-Net-Worth Financial Planning
Compardo, Wienstroer & Janes at Moneta – Max Hood, Advisor, CFP®, ABFP® The world is watching the World Cup with…
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A Matter of Trust: The Questions People Are Afraid To Ask About Wealth Management
Compardo, Wienstroer & Janes – Andy Likes, Director of Communications Every year, for one reason or another, people begin their…
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Monthly Recap – May 2026
May Observations Markets Climb on AI Momentum and Iran Optimism May was another constructive month for risk assets, and while…
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When Wealth Feels Like a Job You Didn’t Apply For
Compardo, Wienstroer & Janes – There is a particular kind of exhaustion that comes with inheriting significant wealth. It is…
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A Semi-Charmed Earnings Season
By Tim Side, CFA – Director of Investment Strategy For many years, we’ve advised clients that while geopolitical events often…