Insights & News
Light reading. Heavy return on investment.
Moneta experts continually contribute to the conversation around wealth management strategies, planning and education. Check back often for new content.
The latest
-
Monthly Recap – October 2025
October Observations Still Climbing Global equities extended their rally in October, with the MSCI ACWI up 2.2% as developed and…
-
Bubbles and Bankruptcies
Tim Side, CFA “Irrational exuberance, as famously diagnosed by Robert Shiller ahead of the dot-com bust, is not the same…
-
Third Quarter Investment Report – 2025
Executive Summary The third quarter of 2025 extended the year’s remarkable market resilience amidst a continuing whirl of policy developments,…
-
Monthly Recap – September 2025
September Observations The Rally Continues Markets were broadly positive in September as U.S. stocks defied the “September Effect,” with the…
-
Celebrating Senior Advisor, Cynthia Kirkpatrick – 2025 Women of Distinction Honoree
We are proud to celebrate Cynthia Kirkpatrick, CPA, CFP®, Senior Advisor at Moneta, on being named one of the Missouri…
-
Small Caps and Private Equity: Headwinds, Opportunities, and the Role of Diversification
Tim Side, CFA It is found that smaller firms have had higher risk adjusted returns, on average, than larger firms.…
-
Monthly Recap – August 2025
August Observations Broadening the Rally U.S. equities rose in August, but leadership shifted from tech to smaller-cap and cyclical stocks.…
-
Game of “Thrones”: The Standoff between Trump and Powell
Chris Kamykowski, CFA, CFP® The imagery could not have been more surreal…… U.S. President Donald Trump walking through ongoing renovations…
-
Monthly Recap – July 2025
July Observations Onward and Upward The global equity rallied continued through July, though in a reversal from the previous months,…
-
Diane Compardo Inducted into Barron’s Advisor Hall of Fame
We’re proud to share that Diane Compardo, founding partner of Compardo, Wienstroer & Janes at Moneta, has been named to…
-
-
Second Quarter Investment Report – 2025
Introduction Much has changed since we ended March on a dour note, with the S&P down nearly 6% that month…
-
Monthly Recap – June 2025
June Observations Second Quarter Ends on a High Note Global equity markets extended their rally into June as continued economic…
-
Watch: Bloomberg – The Opening Trade | Aoifinn Devitt
Following US strikes on key Iranian nuclear sites, Iran’s parliament has called for the closure of the strait, according to…
-
Geopolitics Update: Monitoring the Recent Escalation in the Middle East
Last week, Israel launched a direct attack on Iran, targeting key military assets including senior leadership, defense systems, and nuclear…
-
Purpose-Driven Leadership in Action: Spotlight on Alexis Woodman
Compardo, Wienstroer & Janes at Moneta – At Moneta, and especially on the Compardo, Wienstroer & Janes team, philanthropy isn’t just…
-
Monthly Recap – May 2025
May Observations Strong Earnings Support Market Rally Global equity markets rallied over the month as continued relief from trade tensions,…
-
Watch: Reuters Interview with Aoifinn Devitt – June 6, 2025
From Reuters – “Tesla lost about $150 billion in market value on Thursday after CEO Elon Musk and President Trump…
-
“Down Goes Frazier”: Moody’s Downgrade of US Sovereign Debt
Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and Research Howard Cosell’s immortal words during the January 1973 heavyweight…
-
Monthly Recap – April 2025
Monthly Observations Market “Liberates” Itself from Sharp Early Drawdown Investors faced enormous volatility early in the month as President’s Trump’s…
-
History Rhymes: A Review of Presidential Policy “Missteps”
Tim Side, CFA – Investment StrategistChris Kamykowski, CFA, CFP® – Head of Investment Strategy and Research It is a sort…
-
First Quarter Investment Report – 2025
Introduction When “decades happen in weeks”, even the past quarter’s events can seem like old news already. While this is…
-
Monthly Recap – March 2025
MONTHLY OBSERVATIONS Diversification Benefits Shine During Another Tough Month for US Equities Policy uncertainty and recession risks were the key…
-
CWJ Q1 2025 Newsletter
This year, our founding partner, Diane Compardo has been honored with several prestigious awards.