News & Insights
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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Maximizing Your Legacy: Navigating Gift, Estate, and GST Tax Exemptions Before 2025
Benjamin Trujillo J.D., LL.M – Partner Planning your legacy? Understanding the various tax exemptions available, including the gift tax, estate…
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Life Cycles and Credit Cycles
Aoifinn Devitt – Chief Global Market Strategist Illinois is currently in the middle of a 17-year cicada brood which is…
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Monthly Recap – May 2024
Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and ResearchTim Side, CFA – Investment Strategist Monthly Observations Markets Rebound…
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Manager Due Diligence: It’s Not All in the Numbers
Mark Webster, CFA – Senior Investment Research Analyst Artificial Intelligence (AI) is thriving these days to speed up analysis, sift…
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Antifragile?
Aoifinn Devitt – Chief Global Market Strategist Have we now entered the antifragile era for markets? This concept, made popular…
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Monthly Recap – April 2024
Monthly Observations Sharp Downdraft Upends Markets Markets were doused with a bit of seasonal April showers as an uptick in…
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Should the Fed Cut Rates? Will the Fed Cut Rates?
Tim Side, CFA – Investment StrategistChris Kamykowski, CFA, CFP® – Head of Investment Strategy and Research Early this year, January…
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The Best Gift for Your High School Graduate: Providing Perspective
By Anna McDonald, Director of Family Learning When your child walks across the high school graduation stage, it’s a significant…
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ALAP
Aoifinn Devitt – Chief Global Market Strategist Any readers who love to ski will know that 2024 has been another…
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First Quarter Investment Report
Following 2023’s sweeping comeback performance, 2024 wanted a piece of the action. It was a quarter of warm springs and…
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Monthly Recap – March 2024
Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and ResearchTim Side, CFA – Investment Strategist Monthly Observations Upward Momentum…
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St. Louis Area Property Tax Relief: A Quick Guide
Senior Tax Strategist – Abby Donnellan, CPA Are you a senior homeowner in St. Louis City, County, or St. Charles…
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The Halve of It: Rehashing the Bitcoin Saga
by Trent Rieger, Associate Investment Analyst All-time highs, brand new spot ETFs, and an upcoming halving has Bitcoin continuing to…
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Caution to the Wind?
Aoifinn Devitt – Chief Global Market Strategist It feels like the end of an era – in many ways. Firstly,…
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The Anatomy of a Bubble
Aoifinn Devitt, Chief Global Market Strategist Coming off of the usual post-Oscars drama, the real original screenplays kicked off mid-week…
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Monthly Recap – February 2024
Monthly Observations Records Broken in February Strong economic data and earnings reports were supportive of a risk-on month with the…
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Understanding Spot Bitcoin ETFs
Senior Advisor – Grant Edmunds, CFP® After years of anticipation, the first spot Bitcoin ETFs (Exchange-Traded Funds) have landed in…
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All-Time Highs: Is it all Downhill from Here?
Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and Research Early 2024 has seen all-time highs in the equity…
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The Corporate Transparency Act (CTA): What you need to know
Diane Compardo & Mark Conrad Named to Forbes Best-In-State Wealth Advisors List in 2023.
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US Presidential Elections on the Horizon: Perspectives for the Investor
By Tim Side, CFA We are a far cry from 2022’s mid-term elections when investors were hit with four-decade high…
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January 2024 Recap
Download Recap PDF MONTHLY OBSERVATIONS Mixed Bag of Returns to Start 2024 On the positive side, U.S. economic data continued…
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A Thousand Cuts
By Aoifinn Devitt, Chief Global Investment Strategist While the jobs numbers last week led to euphoria in markets, this week…
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Family Learning: A Hallmark of Well-Being
By Anna McDonald, Director of Family Learning Families committed to learning who are intentional about their family purpose and culture…