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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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…
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“Down Goes Frazier”: Moody’s Downgrade of US Sovereign Debt
Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and Research Howard Cosell’s immortal words during the January 1973 heavyweight…
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Monthly Recap – April 2025
Monthly Observations Market “Liberates” Itself from Sharp Early Drawdown Investors faced enormous volatility early in the month as President’s Trump’s…
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History Rhymes: A Review of Presidential Policy “Missteps”
Tim Side, CFA – Investment StrategistChris Kamykowski, CFA, CFP® – Head of Investment Strategy and Research It is a sort…
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First Quarter Investment Report – 2025
Introduction When “decades happen in weeks”, even the past quarter’s events can seem like old news already. While this is…
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Monthly Recap – March 2025
MONTHLY OBSERVATIONS Diversification Benefits Shine During Another Tough Month for US Equities Policy uncertainty and recession risks were the key…
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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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Do you have a legacy phone contact?
Compardo, Wienstroer & Janes at Moneta – In today’s digital world, it’s important to make sure your digital information is in…
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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…