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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Third Quarter 2026 Investment Update
Executive Summary The third quarter of 2026 reinforced a market environment in which economic resilience and corporate earnings have continued…
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This Is Not Your Parents’ Wealth Management
Compardo, Wienstroer & Janes at Moneta A moment is just a moment until you string enough of them together and…
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Monthly Recap – September 2026
September Observations Seasonal Market Trends Repeat Historically, September witnesses challenging market performance and this past month was no different. Though…
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Quarterly Newsletter: Q3, 2026
Compardo, Wienstroer & Janes | Moneta CWJ Quarterly Newsletter — Q3 2026 Compardo, Wienstroer & Janes Quarterly Newsletter Q3 2026…
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When AI Moves Faster Than the Rules
Compardo, Wienstroer & Janes at Moneta – Matt Herman, CPA – Senior Advisor Jacob Coxon reportedly left Anthropic shortly before…
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The Next Generation: Why Recent Grads Should Invest, Even While Paying Off Student Loans
Compardo, Wienstroer & Janes at Moneta For recent college graduates, the first year out of school comes with a long…
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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…