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
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A Silver Lining for Your January Gloom
by Tim Side, CFA – Director of Investment Strategy A cruel taste of life in Greenland swept across much of…
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Fourth Quarter Investment Report – 2025
Executive Summary 2025 served as another reminder of markets’ ability to climb the so-called “Wall of Worry”. The year carried…
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Monthly Recap – December 2025
December Observations Subdued Month Brings the End to a Solid Year U.S. equity markets closed a robust year in a…
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The Derivative Income Dilemma: Balancing Yield, Complexity, and Risk
by John Costello, Investment Risk Analyst *Readers unfamiliar with options terminology may wish to consult the Appendix, which provides plain-English…
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Purpose and Philanthropy: Turning Wealth into Meaningful Impact
Compardo, Wienstroer & Janes at Moneta At Moneta, we believe your wealth should empower you—to make a difference, shape your…
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Monthly Recap – November 2025
November Observations AI Theme Comes Under Pressure Markets were mixed in November with the AI theme losing some luster as…
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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…
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Bubbles and Bankruptcies
Tim Side, CFA “Irrational exuberance, as famously diagnosed by Robert Shiller ahead of the dot-com bust, is not the same…
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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,…
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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…
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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…
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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.…
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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.…
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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…
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Monthly Recap – July 2025
July Observations Onward and Upward The global equity rallied continued through July, though in a reversal from the previous months,…
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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…
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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…
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Monthly Recap – June 2025
June Observations Second Quarter Ends on a High Note Global equity markets extended their rally into June as continued economic…
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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…
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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…
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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…
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Monthly Recap – May 2025
May Observations Strong Earnings Support Market Rally Global equity markets rallied over the month as continued relief from trade tensions,…
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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…