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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CWJ Q1 2025 Newsletter
This year, our founding partner, Diane Compardo has been honored with several prestigious awards.
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Liberation Day
Tim Side, CFA – Investment Strategist “THERE ARE DECADES WHERE NOTHING HAPPENS; AND THERE ARE WEEKS WHERE DECADES HAPPEN.” V.I.…
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March Madness: Sentiment vs Hard Data
Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and ResearchTim Side, CFA – Investment Strategist Many college basketball fans…
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Watch: Bloomberg Open Interest Features Moneta’s Aoifinn Devitt 3/26/25
Aoifinn Devitt comes on at the 18:21 and 27:33 mark in the video. Compardo, Wienstroer & Janes at Moneta – “Bloomberg…
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Monthly Recap – February 2025
MONTHLY OBSERVATIONS Diversification Mitigates Tough Month for US Equities A reversal in the momentum trade sent US stocks mostly lower…
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Watch on Bloomberg: Senior Investment Advisor at Moneta breaks down complicated crosscurrents in global markets
Compardo, Wienstroer & Janes at Moneta – For investors in wait-and-see mode after the election of Donald Trump as U.S. President,…
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The Trump 2.0 Trade: Over Before it Started?
Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and ResearchTim Side, CFA – Investment Strategist The exuberant sentiment from…
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Monthly Recap – January 2025
Monthly Observations “January Effect” Starts 2025 on Solid Foot Markets started the month on the weaker side as strong payrolls…
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Move Fast and Break Things
Andrew Kelsen – Chief Investment OfficerTim Side, CFA – Investment Strategist January represented a solid month for public markets in…
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Early Thoughts: What to Make of DeepSeek’s Disruption
by Andrew Kelsen, Chief Investment Officer Monday, January 27th, 2025…..a day that may prove to be a very consequential day…
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Admiral James Stavridis: Thoughts on Geopolitics and Leadership
Recently, Moneta was fortunate to host The Carlyle Group’s, Admiral James Stavridis, for a chat with our Chief Investment Officer,…
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Fourth Quarter Investment Report
The year 2024 is now quickly in the rearview mirror as 2025 has already brought its fair share of events,…
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Monthly Recap – December 2024
Monthly Observations Unseasonal End to a Solid Year The Trump 2.0 trade and growing expectations for a US “soft-landing” drove…
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CWJ Q4 2024 Newsletter
This year, our founding partner, Diane Compardo has been honored with several prestigious awards.
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Celebrating Leadership and Team Excellence: Diane Compardo’s Remarkable Year
In the wake of a pivotal election, Moneta brought together a group of financial industry experts to share their perspectives…
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Monthly Recap – November 2024
Monthly Observations Election Certainty Provides Catalyst for US Market Surge The month began with a resounding victory for former President…
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Event Recap – Investment Insights: Navigating the Post-Election Financial Landscape
In the wake of a pivotal election, Moneta brought together a group of financial industry experts to share their perspectives…
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T is for Tariffs
That pesky thing known as the Federal Reserve dashed some cold water on the Trump rally last week, as Fed…
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One Week Later…
Tim Side, CFA – Investment Strategist Déjà vu? One week out from the election results and there is an oddly…
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CWJ Welcomes Aoifinn Devitt as Senior Investment Advisor
We are thrilled to announce that Aoifinn Devitt MBA, CFP® has joined our growing team! With an impressive career spanning…
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Monthly Recap – October 2024
Monthly Observations Final Quarter Starts on a Weak Footing Third quarter upward momentum in risk markets carried through for most…
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Trump 2.0: Quick Thoughts on Results, Reaction and Implications
We sit here on Wednesday, November 6th, with one of the most expensive and dramatic Presidential campaigns behind us. Before…
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The Morning After the Night Before
As we digest the moment that a nation has been waiting for – there is one feeling that is universal…
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Third Quarter Investment Report
What a quarter. The last three months were filled with historic events, including an incumbent dropping out of the presidential…