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
-
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…
-
Monthly Recap – March 2024
Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and ResearchTim Side, CFA – Investment Strategist Monthly Observations Upward Momentum…
-
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…
-
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…
-
-
Caution to the Wind?
Aoifinn Devitt – Chief Global Market Strategist It feels like the end of an era – in many ways. Firstly,…
-
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…
-
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…
-
Understanding Spot Bitcoin ETFs
Senior Advisor – Grant Edmunds, CFP® After years of anticipation, the first spot Bitcoin ETFs (Exchange-Traded Funds) have landed in…
-
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…
-
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.
-
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…
-
January 2024 Recap
Download Recap PDF MONTHLY OBSERVATIONS Mixed Bag of Returns to Start 2024 On the positive side, U.S. economic data continued…
-
A Thousand Cuts
By Aoifinn Devitt, Chief Global Investment Strategist While the jobs numbers last week led to euphoria in markets, this week…
-
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…
-
A Week of Pivots, and Green Shoots Persist
By Aoifinn Devitt, Chief Global Investment Strategist It has been a week filled with newsflow and our weekly update is…
-
Tax Strategies to Consider Before Selling Your Business
Family Office Strategist – Elizabeth Sheehan, J.D. Every business venture is unique, and so are the individual circumstances of each…
-
Transitional
By Aoifinn Devitt, Chief Global Investment Strategist Words matter. That part is clear. When the Federal reserve started to sprinkle the…
-
Fourth Quarter: Down and Up We Go
By Aoifinn Devitt, CFP® – Chief Investment Officer After a bruising 2022, 2023 was the “comeback kid” of a year. But in…
-
December 2023 Monthly Recap
Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and Research Tim Side, CFA – Investment Strategist Download the PDF…
-
An Assessment of Geopolitics and Changing World Order – Part 3
“The problem isn’t getting rich, it’s staying sane.” -Charlie Munger[1] The current environment is rife with uncertainty. Following two seismic…
-
An Assessment of Geopolitics and Changing World Order – Part 2
Tim Side, CFA® – Investment Strategist “From thirty years as a practicing historian, I have come to the conclusion that there is…
-
An Assessment of Geopolitics and Changing World Order – Part 1
Tim Side, CFA® – Investment Strategist “Prediction is very difficult, especially if it’s about the future.” -Niels Bohr[1] The current environment is…
-
November 2023 Monthly Recap
Investment Team Click here to download the PDF Monthly Observations Santa Claus Rally in November? Markets rebounded with a vengeance…