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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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…
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Monthly Recap – September 2024
Monthly Observations Returns Buck the Trend for September Long-term seasonality suggests weaker returns in September and early signs indicated last…
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Barron’s ranks Moneta among nation’s top RIA firms for ninth consecutive year
Nine times!? Nine times. Barron’s ranked Moneta No. 8 on its list of the “2024 Top 100 RIA Firms,” marking…
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Successful Family Giving: Unlocking the Full Potential of Family Philanthropy
Family philanthropy offers a unique opportunity to strengthen bonds, instill shared values, and create a lasting legacy of giving. When…
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Fifty and Fabulous
“Go Big or Go Home” The Fed decided to go big this month by cutting rates by 50 basis points…
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How We Navigate Financial Planning in an Election Year: Key Insights and Strategies
Election years are notoriously turbulent, not only in the political arena but also across financial landscapes. The potential for a…
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Monthly Recap – August 2024
Monthly Observations Early Carnage Followed by Sharp Recovery Multiple catalysts triggered sharp risk-off moves in the equity markets to start…
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Spending & Borrowing to Austerity: The US Fiscal Policy Challenge
Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and ResearchTim Side, CFA – Investment Strategist “I fear no man.…